Unclaimed
Lawrence Sneed has been in the financial industry since May 25, 1998. Lawrence is a Registered Representative and Investment Advisor Representative for State Farm Investment Management Corp. Lawrence has been working with State Farm since September 2004 and is located in the Oakland, California branch office. Lawrence specializes in providing financial advice and portfolio management services for both individuals and investment companies. Lawrence is also a Chartered Financial Consultant.
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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CA
05/20/2024 - Present
State Farm Investment Management Corp. (Oakland CA)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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