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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Neal is an Investment Advisor Representative with State Farm Investment Management Corp. in Buffalo, Texas. Alan's professional experience includes roles at various companies including Toni Threadgill Insurance Agency, State Farm VP Management Corp., Bo Rester Insurance Agency, and State Farm Insurance. Alan Neal has been in the industry since 2022 and has passed the Series 63, Series 65 and Series 6TO exams. Alan has a current registration with the state of Texas as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
03/10/2023 - Present
State Farm Investment Management Corp. (Buffalo TX)
IA
Issued 02/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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