Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Turbyville is a registered investment advisor representative with State Farm Investment Management Corp., a company that manages over $10 billion in assets. Lisa Turbyville is licensed in Illinois and Wisconsin. Lisa Turbyville has been in the industry since 2007 and has a Series 6, Series 63, Series 65 and SIE license. Lisa Turbyville also owns and operates an insurance agency that specializes in State Farm insurance products. Lisa Turbyville provides portfolio management for 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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IL
07/27/2022 - Present
State Farm Investment Management Corp. (Belvidere IL)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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