Lindsay
Dougherty

State Farm Investment Management Corp

CRD#7818140
Investment Advisor
in Dover, DE

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About this Advisor

Lindsay Dougherty is a financial advisor based in Dover, Delaware, working with State Farm Investment Management Corp. Lindsay has previously held positions at Kathy West Insurance Agency, State Farm Vp Management Corp, Megan Holotik Insurance Agency, State Farm Investment Management Corp, State Farm Insurance, and Lindsay Dougherty's Insurance Agency. Lindsay has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Delaware. Currently, Lindsay is part of State Farm Investment Management Corp, which operates out of Dover, Delaware. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1 S Independence Blvd
Dover, DE 19904

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

DE Average: $6,674,516,078
Total Number of Employees

22

DE Average: 44
Total Number of Accounts

4

DE Average: 2,564
Average Account Size

$2,541,134,043

DE Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Lindsay Dougherty Work History

2024 - Present (0 year)

State Farm Vp Management Corp

2024 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (0 year)

State Farm Insurance

2024 - Present (0 year)

Lindsay Dougherty'S Insurance Agency

2024 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (0 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Vp Management Corp

2022 - Present (2 years)

Megan Holotik Insurance Agency

2006 - Present (18 years)

Kathy West Insurance Agency

Disclosures

Please visit the SEC profile of Lindsay Dougherty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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