Vahn DoctoleroCRD Number: 4453158
Current Firm: State Farm Investment Management Corp.
Vahn Doctolero (CRD# 4453158) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, TX and has over 8 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||Nov 2019 - Current||3|
|State Farm V.p. Management Corp.||Richmond, TX||May 2018 - Current||4|
|Vahn Doctolero Insurance Agency||Richmond, TX||Aug 2017 - Current||5|
|State Farm Insurance||Houston, TX||Mar 2017 - Jul 2017||< 1|
|Matt Schomburg Insurance Agency||Katy, TX||Jun 2016 - Mar 2017||< 1|
|State Farm Vp Management Corp||Anchorage, AK||Jul 2014 - Jun 2016||1|
|Todd Jackson Insurance Agency||Anchorage, AK||Oct 2012 - Jun 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
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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