Lydia Romero (CRD# 7476503) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dayton, NV and has over 2 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Insurance | Dayton, NV | Jan 2024 - Current | < 1 |
State Farm Investment Management Corp | Dayton, NV | Jan 2024 - Current | < 1 |
State Farm Vp Management Corpp. | Dayton, NV | Jan 2024 - Current | < 1 |
State Farm Investment Management Corp | Carson City, NV | Jun 2023 - Dec 2023 | < 1 |
State Farm Vp Management Corpp. | Carson City, NV | Dec 2021 - Dec 2023 | 2 |
Marilyn Lewis Insurance Agency | 321 W. Winnie Lane #106, NV | Dec 2014 - Dec 2023 | 9 |
Fitness For 10 | Carson City, NV | Nov 2013 - Oct 2020 | 6 |
Allbritten Slates | Carson City, NV | Aug 2009 - Oct 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
- NV
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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