Erin Levan (CRD# 6421239) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Collins, CO and has over 5 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp. | Fort Collins, CO | Apr 2021 - Current | 3 |
State Farm Vp Management Corp | Fort Collins, CO | Mar 2021 - Current | 3 |
Erin Levan Insurance Agency | Fort Collins, CO | Jan 2021 - Current | 3 |
State Farm Insurance | Phoenix, AZ | Aug 2020 - Dec 2020 | < 1 |
Mutual Of Investor Services | Omaha, NE | Mar 2019 - Jul 2020 | 1 |
Mutual Of Omaha Insurance Company | Omaha, NE | Mar 2019 - Jul 2020 | 1 |
State Farm Vp Management Corp | Sandpoint, ID | Apr 2018 - Feb 2019 | < 1 |
Erin Levan Insurance Agency | Sandpoint, ID | Oct 2016 - Feb 2019 | 2 |
State Farm Insurance | Tempe, AZ | May 2016 - Oct 2016 | < 1 |
State Farm Vp Management Corp | Steamboat Spring, CO | Nov 2014 - May 2016 | 1 |
Debbie Aragon Insurance Agency | Steamboat Springs, CO | Apr 2004 - May 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2018 |
S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- CO
- NE
- WY
-
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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