Best Investors Account Sign in
Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-05
  • TX RA
    APPROVED
    Since 2026-08-05

Branch Locations

2001 4Th Ave Ste 5, Canyon, TX 79015 • 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
Farmers Insurance Group Canyon TX 09/2007 Present
Farmers Financial Solutions Canyon TX 03/2013 Present
Farmers Asset Management Canyon TX 08/2026 Present
  • 09/2007 → Present
    Farmers Insurance Group
    Canyon, TX
  • 03/2013 → Present
    Farmers Financial Solutions
    Canyon, TX
  • 08/2026 → Present
    Farmers Asset Management
    Canyon, TX
Other Businesses

CGFM LLC POSITION: owner NATURE: LLC formed for my Farmers Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 15 START DATE: 02/17/2010 ADDRESS: Canyon TX 79015, United States DESCRIPTION: LLC formed for the Farmers Insurance Agency SOUTHWEST ADVENTURE LLC POSITION: Managing member NATURE: We formed an LLC in anticipation of purchasing a commercial use building that my agency would occupy. The purchase of the building did not happen and the LLC is technically active but there are no activities whatsoever. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2021 ADDRESS: 8001 Autumn Dr., Canyon, TX 79015, United States DESCRIPTION: Currently there are no duties or responsibilities since the purchase of the building did not happen. There hasn't been any funds in or out of this LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
S63 Uniform Securities Agent State Law Examination 2013-05-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
  • S63 Uniform Securities Agent State Law Examination
    2013-05-09
Other Names
  • Lacie Gail Isakson
  • Lacie Gail Mcguire

View on SEC IAPD

More in Canyon, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor