Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Gilmore is a registered investment advisor representative with State Farm Investment Management Corp. Lucy is registered to provide investment advice in Indiana. Lucy has been in the financial services industry since March 2019. Lucy has passed the Series 63 and 65 exams as well as the SIE and Series 6TO exams. In addition to her role with State Farm Investment Management Corp., Lucy teaches yoga classes and is an insurance agent with David Gilmore's Insurance Agency.
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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IN
03/04/2021 - Present
State Farm Investment Management Corp. (Indianapolis IN)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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