Julie
Moe

State Farm Investment Management Corp

CRD#3060618
Investment Advisor
in Vancouver, WA

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About this Advisor

Julie Moe is a financial advisor based in Vancouver, Washington, working with State Farm Investment Management Corp. Julie has previously held positions at Julie Moe Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Julie is part of State Farm Investment Management Corp, which operates out of Vancouver, Washington. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

10002 Ne 13Th Ave Ste 107
Vancouver, WA 98686-5507

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

WA Average: $6,674,516,078
Total Number of Employees

22

WA Average: 44
Total Number of Accounts

4

WA Average: 2,564
Average Account Size

$2,541,134,043

WA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Julie Moe Work History

2018 - Present (6 years)

State Farm Investment Management Corp

1999 - Present (25 years)

Julie Moe Insurance Agency

1999 - Present (25 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Julie Moe 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

Shannon Till
Winter Garden, FL
Timothy Muilenburg
Holland, MI
Gregory Brenner
Vestavia, AL
Kristie Polk
Bedford, TX
David Moore
Akron, OH
Timothy Bordelon
Grand Prairie, TX
Suzanne Bodlovic
Albany, OR
Richard Ruby
Huron, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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