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Lisa Lee-Ann Houghtaling

State Farm Investment Management Corp.

Temecula, CA

CRD 4837819

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-10
  • CA RA
    APPROVED
    Since 2020-11-10

Branch Locations

Temecula, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lisa Houghtaling Insurance Agency Menifee CA 03/2013 07/2021
State Farm Vp Management Corp. Menifee CA 03/2013 07/2021
State Farm Investment Management Corp Menifee CA 09/2018 11/2019
State Farm Investment Management Corp Menifee CA 11/2020 07/2021
State Farm Investment Management Corp. Temecula CA 08/2021 Present
State Farm Vp Management Corp. Temecula CA 08/2021 Present
State Farm Insurance Temecula CA 08/2021 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-09
  • S63 Uniform Securities Agent State Law Examination
    2012-08-09
Designations
  • Chartered Financial Consultant
Other Names
  • Lisa Lee-Ann Perez

View on SEC IAPD

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