William
Furgason

State Farm Investment Management Corp

CRD#7632173
Investment Advisor
in Shepherdstown, WV

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About this Advisor

William Furgason is a financial advisor who works in Shepherdstown, West Virginia with 1 year of industry experience. Furgason is on the advisory team at State Farm Investment Management Corp. During their career, the advisor has held roles at State Farm Insurance, State Farm Vp Management Corp, Intercoastal Mortgage, Jefferson Security Bank, Affinity Insurance Partners, Appalachia Energy Partners, Mvb Bank, Mvb Mortgage and State Farm Investment Management Corp. Furgason holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in West Virginia. State Farm Investment Management Corp is a registered investment firm operating out of Bloomington, IL. It administers $9 billion in total assets among its four accounts, making it one of the largest investment advisory firms in the country by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Financial advisory fee schedules usually vary depending on which services are offered. Fee types charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Shepherdstown, WV

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

WV Average: 44
Total Number of Accounts

4

WV Average: 2,564
Average Account Size

$2,322,169,176

WV Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Furgason Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

State Farm Insurance

2022 - Present (2 years)

State Farm Vp Management Corp

2022 - Present (2 years)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

Intercoastal Mortgage

2021 - 2022 (1 year)

Jefferson Security Bank

2021 - 2021 (< 1 year)

Affinity Insurance Partners

2020 - 2021 (1 year)

Appalachia Energy Partners

2014 - 2020 (6 years)

Mvb Bank

2012 - 2014 (2 years)

Mvb Mortgage

*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 William Furgason 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

Zack Rabadi
West Hills, CA
Scotty Carmack
Springfield, MO
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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