Whitley Financial
33yrs
Top advisor by experience in Harrisburg
11yrs
AMANDA JOY Coffey
Financial advisor at State Farm Investment Management
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 52% of advisors in Harrisburg
Office6610 Roberta Road, Harrisburg, NC 28075
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowState Farm Investment Management Corp.Current firm
Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amanda
How do I contact Amanda?
Call State Farm Investment Management at 800-447-0740 and ask for AMANDA JOY Coffey. Amanda works from the Harrisburg, NC office.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2015, about 11 years. More experience than 52% of advisors in Harrisburg.
What licenses does Amanda hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Amanda a fiduciary?
Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amanda paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Amanda for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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