David
Wong
State Farm Investment Management Corp
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About this Advisor
David Wong is a chartered financial consultant who works out of Mill Valley, California, with a total of 2 years of industry experience. Wong is currently employed by State Farm Investment Management Corp. Their career trajectory has included roles at State Farm Vp Management Corp, David Wong Insurance Agency and State Farm Investment Management Corp. Wong maintains a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in California. State Farm Investment Management Corp is a company based in Bloomington, IL. It administers $9 billion in total assets between its four customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Financial management fees largely depend on which services are provided. However, fee types billed by State Farm Investment Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$9,288,676,705
22
4
$2,322,169,176
Investment Advisory Services
- Portfolio management for investment companies
David Wong Work History
David has been registered as a financial advisor for 2 years.*
David Wong Insurance Agency
State Farm Vp Management Corp
State Farm Investment Management Corp
State Farm Vp Management Corp
David Wong Insurance Agency
State Farm Investment Management Corp
State Farm Vp Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at State Farm Investment Management Corp
Prescott, AZ
West Hills, CA
Arlington Heights, IL
Collierville, TN
Dakota Dunes, SD
Cathedral City, CA
Salt Lake City, UT
San Ramon, CA
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