Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dougherty is a financial advisor with State Farm Investment Management Corp. Paul has been in the financial services industry since May 6, 1998. Paul is a registered investment advisor in the District of Columbia, Maryland and Virginia. Paul is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Paul specializes in investment management and financial planning. Paul's firm manages over $10 billion in assets.
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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MD
09/29/2023 - Present
State Farm Investment Management Corp. (Hyattsville MD)
IA
Issued 09/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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