Loree Crowe (CRD# 7434880) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Greensburg, IN and has over 2 years of experience in the finance industry.
CRD# 1720485
State Farm Investment Management Corp.
CRD# 2503806
Smi Advisory Services, LLC
CRD# 6206394
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Connersville, IN | Aug 2021 - Current | 2 |
| Fifth Third Bank | Connersville, IN | Nov 2018 - Current | 5 |
| Unemployed | Connersville, IN | May 2018 - Nov 2018 | < 1 |
| Shepherd Distributing | Indianapolis, IN | Feb 2017 - May 2018 | 1 |
| Fohl's Flooring | Connersville, IN | Feb 2014 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IN
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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