Gary SteenCRD Number: 3038489
Current Firm: State Farm Investment Management Corp.
Gary Steen (CRD# 3038489) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, TX and has over 24 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|State Farm Investment Management Corp.||Richmond, TX||Aug 2018 - Current||4|
|Gary Steen Insurance Agency||Richmond, TX||Nov 2015 - Current||7|
|State Farm Vp Management Corp||Richmond, TX||Nov 2015 - Current||7|
|State Farm Vp Management Corp.||Houston, TX||Mar 1998 - Nov 2015||17|
|Gary Steen Jr Insurance Agency||Houston, TX||Jan 1984 - Nov 2015||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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