Curtis Lee

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1989 → 05/2018
  Self Employed
  San Francisco, CA
• 12/2003 → Present
  Curtis Lee Insurance Agency
  San Francisco, CA
• 06/2018 → Present
  State Farm Vp Management Corp
  San Francisco, CA
• 09/2018 → Present
  State Farm Investment Management Corp
  San Francisco, CA

Other Businesses

1) Curtis Lee's Insurance Agency; Insurance Agency; Investment-related; 648 Stanyan St San Francisco, CA 94117-1807; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2001; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-25
• S63 Uniform Securities Agent State Law Examination
  2018-09-04