Connor Holstun (CRD# 7440251) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montgomery, AL and has over 2 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connor Holstun Insurance Agency | Montgomery, AL | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Montgomery, AL | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Montgomery, AL | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Troy, AL | Aug 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp | Troy, AL | Aug 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Troy, AL | Aug 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp. | Brundidge, AL | Sep 2021 - Aug 2022 | < 1 |
| Buriece Gracey Insurance Agency | Brundidge, AL | Jul 2019 - Aug 2022 | 3 |
| Full Time Education | Troy, AL | Jan 2016 - Jul 2019 | 3 |
| Piggly Wiggly | Lagrange, GA | Mar 2015 - Jul 2017 | 2 |
| Full Time Education | Carrollton, GA | Aug 2015 - Jan 2016 | < 1 |
| Full Time Education | Lagrange, GA | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- AL
- GA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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