Kathleen Bridges (CRD# 6265807) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shelby, NC and has over 8 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 5030006
Apex Financial Services, LLC
CRD# 1311405
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Shelby, NC | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Shelby, NC | Nov 2016 - Current | 7 |
| Katie Hallberg Insurance Agency | Shelby, NC | Nov 2016 - Current | 7 |
| State Farm Insurance | Charlotte, NC | Jan 2016 - Oct 2016 | < 1 |
| State Farm Vp Management Corp | Charlotte, NC | Jan 2016 - Oct 2016 | < 1 |
| State Farm Vp Management Corp | Baltimore, MD | Oct 2013 - Dec 2015 | 2 |
| Scott Garvey Insurance Agency | Baltimore, MD | Dec 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- NC
- SC
-
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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