Eric Everly (CRD# 5797540) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Winston Salem, NC and has over 13 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Winston Salem, NC | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Summerfield, NC | Feb 2024 - Current | < 1 |
| Eric Everly Insurance Agency | Winston Salem, NC | Sep 2022 - Current | 1 |
| State Farm Vp Management Corp | Winston Salem, NC | Sep 2022 - Current | 1 |
| Eric Everly Insurance Agency | Summerfield, NC | Jan 2011 - Current | 13 |
| State Farm Vp Management Corp. | Summerfield, NC | Jan 2011 - Current | 13 |
| State Farm Investment Management Corp. | Summerfield, NC | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NC
- SC
- VA
-
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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