Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Clark is an investment advisor representative with State Farm Investment Management Corp. Casey Clark is registered with the state of Texas and has been in the industry since 2014. Casey Clark specializes in helping clients with their investment needs, including portfolio management for individuals and investment companies. Casey Clark also has experience working with insurance companies and investment companies.
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
06/27/2023 - Present
State Farm Investment Management Corp. (Austin TX)
TX
07/02/2014 - 06/10/2016
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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