Robert Casares (CRD# 7440253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Long Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Casares Insurance Agency | Long Beach, CA | Sep 2022 - Current | 1 |
| State Farm Investment Management Corp. | Long Beach, CA | Apr 2022 - Current | 2 |
| State Farm Vp Management Corp | Long Beach, CA | Apr 2022 - Current | 2 |
| State Farm Insurance | Long Beach, CA | Apr 2022 - Sep 2022 | < 1 |
| State Farm Vp Management Corp. | Downey, CA | Oct 2021 - Apr 2022 | < 1 |
| Robert Casares Insurance Agency | Downey, CA | Sep 2018 - Apr 2022 | 3 |
| Carl Ferraro State Farm Agency | Brooklyn, NY | Aug 2015 - Aug 2018 | 3 |
| Zocdoc | New York, NY | Mar 2015 - Aug 2015 | < 1 |
| Enterprise Car Sales | Elmhurst, NY | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
| S63 | Uniform Securities State Law Examination | Nov 2021 |
- CA
- NV
- OR
-
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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