Moon Hee Lee-Barnes

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

• 01/2009 → Present
  State Farm Vp Management Corp
  Carrollton, TX
• 01/2009 → Present
  Moon Lee-Barnes Insurance Agency
  Carrollton, TX
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Carollton, TX

Other Businesses

1) Moon Lee-Barnes's Insurance Agency; Insurance Agency; Investment-related; 4116 State Highway 121 Ste 140 Carrollton, TX 75010-1118; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-29

Designations

• Chartered Financial Consultant

Other Names

• Moon Barnes
• Moon Lee
• Moon Hee Barnes