Heather Halpin-Beaty (CRD# 4642466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huffman, TX and has over 21 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Huffman, TX | Apr 2022 - Current | 2 |
| State Farm Vp Management Corp. | Huffman, TX | Jun 2013 - Current | 10 |
| State Farm Insurance | Huffman, TX | Jun 2013 - Current | 10 |
| State Farm Investment Management Corp | Huffman, TX | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
- LA
- TX
-
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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