Anna Gardner (CRD# 7606574) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macedon, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Managment Corp | Macedon, NY | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Macedon, NY | Aug 2023 - Current | < 1 |
| Anna Gardner Insurance Agency | Macedon, NY | Aug 2023 - Current | < 1 |
| State Farm Vp Managment Corp | Palmyra, NY | Mar 2023 - Jul 2023 | < 1 |
| State Farm Insurance | Palmyra, NY | Mar 2023 - Jul 2023 | < 1 |
| State Farm Investment Management Corp | Palmyra, NY | Mar 2023 - Jul 2023 | < 1 |
| State Farm Vp Managment Corp | Macedon, NY | Jul 2022 - Mar 2023 | < 1 |
| Steve Robinson Insurance Agency | Macedon, NY | Jan 2008 - Mar 2023 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NY
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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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