Charles Anderson (CRD# 3103742) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Austin, TX and has over 25 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Austin, TX | Aug 2018 - Current | 5 |
| State Farm Investment Management Corp | Austin, TX | Sep 2011 - Current | 12 |
| State Farm Vp Management Corp. | Austin, TX | Mar 1998 - Current | 26 |
| Charles Anderson Insurance Agency | Austin, TX | Feb 1973 - Current | 51 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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