Courtney L. Reed
Professional summary
Courtney L Reed, who also goes by Courtney Lauren Reed, Courtney Reed, Courtney L Reed, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Reynoldsburg, Ohio and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Courtney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Courtney has worked at 10 firms and has passed the Series 66, Series 63, Series 6TO, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Courtney L Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 16, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2040 Brice Rd Suite 110, Reynoldsburg, OH 43068March 16, 2023 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346September 26, 2022 - March 11, 2023
J.P. MORGAN SECURITIES LLC
September 26, 2022 - March 11, 2023
J.P. MORGAN SECURITIES LLC
February 16, 2022 - September 29, 2022
MORGAN STANLEY
February 16, 2022 - September 29, 2022
MORGAN STANLEY
July 2, 2020 - September 1, 2021
EQUITABLE ADVISORS, LLC
July 2, 2020 - September 1, 2021
EQUITABLE ADVISORS, LLC
May 1, 2019 - July 15, 2020
VALIC FINANCIAL ADVISORS, INC.
May 1, 2019 - July 15, 2020
VALIC FINANCIAL ADVISORS, INC.
January 11, 2018 - March 15, 2018
STRATOS WEALTH PARTNERS, LTD
January 9, 2018 - April 25, 2018
LPL FINANCIAL LLC
July 13, 2011 - November 22, 2017
STRATEGIC ADVISERS LLC
December 23, 2010 - November 17, 2017
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/10/2024)
(3/16/2023)
(3/16/2023)
Exams
Series 6TO
Date: 3/16/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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