Erynn Nelson (CRD# 7641637) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chico, CA and has 1 year of experience in the finance industry.
CRD# 4490072
Raymond James Financial Services Advisors, Inc.
CRD# 1103250
Stifel, Nicolaus & Company, Incorporated
CRD# 2378665
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Chico, CA | Mar 2023 - Current | 1 |
| State Farm Vp Management Corp. | Chico, CA | Sep 2022 - Current | 1 |
| Erynn Nelson Insurance Agency | Chico, CA | Jan 2021 - Current | 3 |
| State Farm Insurance | Chico, CA | Aug 2020 - Dec 2020 | < 1 |
| Tim Weatherson Insurance Agency (state Farm) | Red Bluff, CA | Apr 2020 - Aug 2020 | < 1 |
| Angel Island Capital | San Francisco, CA | Jan 2015 - Apr 2020 | 5 |
| Kpmg | Walnut Creek, CA | Jul 2014 - Dec 2014 | < 1 |
| Rothstien Kass | Walnut Creek, CA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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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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