Winfred WalkerCRD Number: 4056795
Current Firm: State Farm Investment Management Corp.
Winfred Walker (CRD# 4056795) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chicago, IL and has over 21 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|Winfred Walker Insurance Agency||Chicago, IL||Jun 2001 - Current||20|
|State Farm Vp Management Corp.||Chicago, IL||Jun 2001 - Current||20|
|State Farm Investment Management Corp||Chicago, IL||Aug 2018 - Jun 2019||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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