Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Atkinson is a registered representative of State Farm Investment Management Corp. with over 15 years of experience in the financial services industry. Lisa is a Chartered Financial Consultant, and holds the Series 6 and Series 63 licenses. Lisa is also licensed in Washington. Lisa specializes in Portfolio Management for individuals and Portfolio Management for Investment Companies. Lisa has experience with Insurance (State Farm Mutual Automobile Insurance Company and its affiliates) as well. Lisa is affiliated with State Farm Investment Management Corp, which is located in Bloomington, Illinois.
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
WA
02/09/2023 - Present
State Farm Investment Management Corp. (BURLINGTON WA)
WA
10/13/2005 - 11/29/2018
STATE FARM VP MANAGEMENT CORP. (EVERETT WA)
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Atkinson is the right advisor for you? Invested Better is here to help.
