Carrie Lynn Lifer

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

• 01/2013 → 11/2020
  Carrie Lifer Insurance Agency
  Dayton, OH
• 01/2013 → 11/2020
  State Farm Vp Management Corp
  Dayton, OH
• 08/2018 → 11/2020
  Carrie Lifer Insurance Agency
  Lebanon, OH
• 08/2018 → 11/2020
  State Farm Vp Management Corp.
  Lebanon, OH
• 08/2018 → 11/2020
  State Farm Investment Management Corp
  Dayton, OH
• 12/2020 → Present
  State Farm Vp Management Corp.
  Cincinnati, OH
• 12/2020 → Present
  State Farm Insurance
  Cincinnati, OH
• 08/2018 → Present
  State Farm Investment Management Corp
  Cincinnati, OH

Other Businesses

1) SDECCL, LLC; 420 Fitchs Farm Ct., Lebanon, OH 45036; Investment-Related; LLC just holds the commercial building. One side is the agency the other side we are looking to rent out to another business.; President; 6/8/2016; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. Tenant will pay the LLC rent; I will deposit the check into the checking account and then pay the mortgage.; 1 HR/MO & 0 HR/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-01

Designations

• Chartered Financial Consultant

Other Names

• Carrie Lynn Verchio
• Carrie Lynn Williams