Karen Gross (CRD# 5622537) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Visalia, CA and has over 15 years of experience in the finance industry.
CRD# 2413471
Lpl Financial LLC
CRD# 2660356
Lpl Financial LLC
CRD# 4696012
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Visalia, CA | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Visalia, CA | Jan 2011 - Current | 13 |
| Karen Gross Insurance Agency | Visalia, CA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- CA
-
Total Assets Under Management10,165MILLIONS
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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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