Theresa Lamb (CRD# 5553843) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Albany, IN and has over 15 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | New Albany, IN | Feb 2024 - Current | < 1 |
| Theresa Lamb Insurance Agency | New Albany, IN | Jan 2010 - Current | 14 |
| State Farm Vp Management Corp. | New Albany, IN | Jan 2010 - Current | 14 |
| State Farm Investment Management Corp | Corydon, IN | Feb 2024 - Feb 2024 | < 1 |
| Theresa Lamb Insurance Agency | Corydon, IN | Aug 2022 - Jan 2024 | 1 |
| State Farm Vp Management Corp | Corydon, IN | Aug 2022 - Jan 2024 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
- IN
- KY
-
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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