Joseph Fagan (CRD# 7529063) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterford, MI and has over 2 years of experience in the finance industry.
CRD# 2803401
Harbor Light Planning
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Waterford, MI | Feb 2023 - Current | 1 |
State Farm Vp Management Corp. | Waterford, MI | Mar 2022 - Current | 2 |
Joe Fagan Insurance Agency | Waterford, MI | Sep 2017 - Current | 6 |
State Farm | Bloomington, IL | Apr 2017 - Sep 2017 | < 1 |
John Fagan Insurance Agency, Inc. | Waterford, MI | Jun 2014 - Apr 2017 | 2 |
Mills Mechanical, LLC | Ortonville, MI | Jun 2008 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2022 |
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- MI
- OH
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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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