Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Fryrear is a financial professional with over 11 years of experience in the industry. Lisa is registered as an Investment Advisor Representative with State Farm Investment Management Corp. in Arizona, California and Oregon. Lisa is also an insurance agent and owner of Lisa Fryrear's Insurance Agency. Lisa has earned the Chartered Financial Consultant designation and holds Series 6, Series 63 and SIE licenses. Lisa has worked with State Farm Investment Management Corp. since 2012. Lisa focuses on providing financial and investment advice to individuals 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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CA
12/19/2023 - Present
State Farm Investment Management Corp. (Eureka CA)
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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