Samantha Loughlin (CRD# 7751808) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Liberty, NY and has 1 year of experience in the finance industry.
CRD# 2185784
Lpl Financial LLC
CRD# 6613591
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4723222
Kestra Private Wealth Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Samantha Loughlin Insurance Agency | Liberty, NY | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp | Liberty, NY | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp | Liberty, NY | Jan 2024 - Current | < 1 |
| State Farm Insurance | Ulster Park, NY | Jun 2023 - Dec 2023 | < 1 |
| State Farm Vp Management Corp | Ulster Park, NY | Jun 2023 - Dec 2023 | < 1 |
| Francis X Loughlin State Farm Insurance | Catskill, NY | Sep 2012 - Jun 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2023 |
- CT
- NJ
- NY
- 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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