Shannon Vann (CRD# 3004739) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sallisaw, OK and has over 26 years of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 2306489
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sallisaw, OK | Aug 2018 - Current | 5 |
| Shannon Vann Insurance Agency | Sallisaw, OK | Oct 1998 - Current | 25 |
| State Farm Vp Management Corp. | Sallisaw, OK | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- AR
- OK
-
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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