Cassandra M Preston

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

• 11/2012 → 05/2019
  Cassandra Preston Insurance Agency
  Lancaster, TX
• 11/2012 → 05/2019
  State Farm Vp Management Corp.
  Lancaster, TX
• 05/2019 → 04/2024
  Cassandra Preston Insurance Agency
  Red Oak, TX
• 05/2019 → 04/2024
  State Farm Vp Management Corp.
  Red Oak, TX
• 08/2018 → 06/2019
  State Farm Investment Management Corp.
  Red Oak, TX
• 04/2024 → Present
  State Farm Vp Management Corp
  Lancaster, TX
• 04/2024 → Present
  Cassandra Preston Insurance Agency
  Lancaster, TX
• 10/2025 → Present
  State Farm Investment Management Corp
  Lancaster, TX

Other Businesses

1. Cassandra Preston's Insurance Agency; Insurance Agency; Investment-related; 908 N Interstate 35 E, Lancaster, TX 75146-1088; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2012; 80; 80; Service customers and supervise employees. 2. Mary Kay; NOT investment-related; 1525 W. Frankford Rd., Carrollton, TX 75007; Retail; Consultant; Consultant; 4/17/2012; 0; 0; sell cosmetic products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-01-28

Designations

• Chartered Financial Consultant

Other Names

• Cassandra Gabrielle Gordon
• Cassandra Gabrielle Masters
• Cassandra Masters Preston