David EverestCRD Number: 3031103
Current Firm: State Farm Investment Management Corp.
David Everest (CRD# 3031103) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 20 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|State Farm Vp Management Corp.||Houston, TX||Aug 2019 - Current||2|
|State Farm Investment Management Corp||Houston, TX||Aug 2019 - Current||2|
|David Everest Insurance Agency||Houston, TX||Aug 2019 - Current||2|
|State Farm Investment Management Corp||Cypress, TX||Aug 2018 - Aug 2019||1|
|State Farm Vp Management Corp.||Cypress, TX||Feb 2013 - Aug 2019||6|
|David Everest Insurance Agency||Cypress, TX||Feb 2013 - Aug 2019||6|
|State Farm Insurance||Merrillville, IN||Dec 2010 - Jan 2013||2|
|State Farm Vp Management Corp.||Merrillville, IN||Dec 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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