Michael Friel (CRD# 6436997) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jenkintown, PA and has over 9 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Jenkintown, PA | Aug 2018 - Current | 5 |
| Michael Friel Insurance Agency | Jenkintown, PA | Aug 2015 - Current | 8 |
| State Farm Management Corp. | Jenkintown, PA | Aug 2015 - Current | 8 |
| State Farm Vp Management Corp | Philadelphia, PA | Jan 2015 - Jul 2015 | < 1 |
| State Farm Insurance | Philadelphia, PA | Dec 2014 - Jul 2015 | < 1 |
| Unemployed | Philadelphia, PA | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- DE
- NJ
- 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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