Casie Johnson (CRD# 7421283) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wintersville, OH and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Wintersville, OH | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Wintersville, OH | Aug 2021 - Current | 2 |
| Casie Johnson Insurance Agency | Wintersville, OH | Jan 2017 - Current | 7 |
| State Farm Insurance | Bloomington, IL | Aug 2016 - Jan 2017 | < 1 |
| John Ratti Insurance Agency | Tortonto, OH | Apr 2016 - Aug 2016 | < 1 |
| Pnc Bank | Steubenville, OH | May 2004 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- OH
- PA
- WV
-
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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