Dean Verno (CRD# 7597736) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Doylestown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Doylestown, PA | Sep 2023 - Current | < 1 |
| State Farm Investment Management Corp | Doylestown, PA | Sep 2023 - Current | < 1 |
| Dean Verno Insurance Agency | Doylestown, PA | Sep 2023 - Current | < 1 |
| State Farm Insurance | New Britain, PA | May 2023 - Aug 2023 | < 1 |
| State Farm Investment Management Corp | New Britain, PA | May 2023 - Aug 2023 | < 1 |
| State Farm Vp Management Corp | New Britain, PA | May 2023 - Aug 2023 | < 1 |
| State Farm Investment Management Corp | Holbrook, NY | Apr 2023 - May 2023 | < 1 |
| State Farm Insurance | Holbrook, NY | Mar 2023 - May 2023 | < 1 |
| State Farm Vp Management Corp | Holbrook, NY | Mar 2023 - May 2023 | < 1 |
| State Farm Vp Management Corp. | Northport, NY | Jul 2022 - Mar 2023 | < 1 |
| Cathy Nesselt Insurance Agency | Northport, NY | Aug 2016 - Mar 2023 | 6 |
| Villa Sorrento | Saint James, NY | Mar 2018 - Dec 2019 | 1 |
| Daniel Sakol Allstate Agency | Woodbury, NY | Aug 2015 - Jun 2016 | < 1 |
| Accelerated Marketing Solutions | Deer Park, NY | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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