Lacey Brown (CRD# 7480272) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ralston, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Ralston, NE | Nov 2023 - Current | < 1 |
| State Farm Investment Management Corp | Ralston, NE | Nov 2023 - Current | < 1 |
| Lacey Brown Insurance Agency | Ralston, NE | Jan 2020 - Current | 4 |
| State Farm Insurance | Ralston, NE | Aug 2019 - Jan 2020 | < 1 |
| The Brown Household | Bellevue, NE | Oct 2013 - Aug 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CO
- IA
- KS
- NE
-
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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