Steven Williams (CRD# 5851809) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bonita Springs, FL and has over 13 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Bonita Springs, FL | Aug 2022 - Current | 1 |
| State Farm Insurance | Bonita Springs, FL | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp. | Bonita Springs, FL | Aug 2022 - Current | 1 |
| State Farm Investment Management Corp | Palatine, IL | Aug 2018 - Aug 2022 | 4 |
| State Farm Vp Management Corp. | Palatine, IL | Oct 2016 - Aug 2022 | 5 |
| State Farm Insurance | Palatine, IL | Oct 2016 - Aug 2022 | 5 |
| Steve Williams Insurance Agency | Louisville, KY | May 2011 - Sep 2016 | 5 |
| State Farm Vp Management Corp. | Louisville, KY | Oct 2010 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
- FL
- IL
-
Total Assets Under Management10,165MILLIONS
-
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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