Samuel Robertson (CRD# 7513890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lubbock, TX and has over 2 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Samuel Robertson Insurance Agency | Lubbock, TX | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp | Lubbock, TX | Apr 2023 - Current | 1 |
| State Farm Investment Management Corp | Lubbock, TX | Apr 2023 - Current | 1 |
| State Farm Insurance | Lubbock, TX | Apr 2023 - Aug 2023 | < 1 |
| State Farm Vp Management Corp | Lubbock, TX | Mar 2022 - Apr 2023 | 1 |
| Chris Prather Insurance Agency | Lubbock, TX | Aug 2020 - Apr 2023 | 2 |
| Texas Tech University | Lubbock, TX | Aug 2018 - Aug 2020 | 2 |
| Renegade Wireline Services | Andrews, TX | May 2017 - Mar 2020 | 2 |
| University Of Texas Permian Basin | Odessa, TX | Aug 2016 - May 2018 | 1 |
| Andrews High School | Andrews, TX | Mar 2014 - May 2016 | 2 |
| City Of Andrews | Andrews, TX | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NM
- OK
- TX
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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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