Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Agan is an Investment Advisor Representative with State Farm Investment Management Corp. in Lakeland, FL. Kevin has been working in the securities industry for over 10 years. Kevin has passed the Series 6TO and SIE exams and holds a Series 65 license. Kevin has experience working with both investment companies and individuals. In addition to his work at State Farm Investment Management Corp., Kevin also works as a State Farm agent at Rachel Machin's Insurance Agency.
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.
1
2
FL
06/07/2024 - Present
State Farm Investment Management Corp. (Lakeland FL)
FL
05/23/2023 - 03/27/2024
MML INVESTORS SERVICES, LLC (TAMPA FL)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Agan is the right advisor for you? Invested Better is here to help.
