Unclaimed
Lowell Brock is a registered representative with State Farm Investment Management Corp. in Kennesaw, GA. Lowell has been in the securities industry since September 19, 2016. Lowell is registered in the state of Georgia as an Investment Advisor Representative and a Broker. Lowell is also registered in Tennessee as a Broker. Lowell is qualified to provide investment advice, securities, and insurance products.
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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2
GA
05/30/2023 - Present
State Farm Investment Management Corp. (Kennesaw GA)
IL
08/24/2015 - 02/19/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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