Carroll Folse (CRD# 6231201) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morgan City, LA and has 1 year of experience in the finance industry.
CRD# 6360323
Edward Jones
CRD# 5143912
Avantax Advisory Services
CRD# 4361234
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Morgan City, LA | Jun 2023 - Current | < 1 |
| Carroll Folse Insurance Agency | Morgan City, LA | Jan 2014 - Current | 10 |
| State Farm Vp Mangement Corp | Morgan City, LA | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- LA
-
Total Assets Under Management10,165MILLIONS
-
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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