Lance Carter Atwood

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

• 11/2007 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Jacksonville, FL
• 04/2017 → 04/2021
  Lance Atwood Insurance Agency
  Jacksonville, FL
• 11/2016 → 03/2017
  State Farm Insurance
  Jacksonville, FL
• 06/2018 → 04/2021
  State Farm Vp Management Corp.
  Jacksonville, FL
• 04/2021 → Present
  Lance Atwood Insurance Agency
  Saint Augustine, FL
• 04/2021 → Present
  State Farm Vp Management Corp
  Saint Augustine, FL
• 04/2023 → 10/2023
  State Farm Investment Management Corp
  Saint Augustine, FL
• 10/2025 → Present
  State Farm Investment Management Corp
  Saint Augustine, FL
• 07/2026 → Present
  State Farm Investment Management Corp
  Green Cove Springs, FL
• 07/2026 → Present
  Lance Atwood Insurance Agency
  Green Cove Springs, FL
• 07/2026 → Present
  State Farm Vp Management Corp
  Green Cove Springs, FL

Previous Registrations

• 2008-03-05 → 2016-11-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Saint Augustine, FL
  Jacksonville, FL
  Jacksonville, FL
  New York, NY

Other Businesses

1) Lance Atwood Insurance Agency; Investment-related; 185 Murabella Pkwy Ste 6 Saint Augustine, FL 32092-4533 and 2851 Henley Rd Ste 105 Green Cove Springs, FL 32043-7205; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2017; 80; 80; Service customers and supervise employees

Exams

• S66 Uniform Combined State Law Examination
  2008-02-26

Designations

• Chartered Financial Consultant

Other Names

• Lance C Atwood