Cole Walters (CRD# 6293481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dawsonville, GA and has over 3 years of experience in the finance industry.
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
CRD# 4804085
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Dawsonville, GA | Jul 2023 - Current | < 1 |
| Cole Walters Insurance Agency | Dawsonville, GA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Dawsonville, GA | Jul 2023 - Current | < 1 |
| State Farm Insurance | Alpharetta, GA | Mar 2023 - Jun 2023 | < 1 |
| State Farm Vp Management Corp | Alpharetta, GA | Mar 2023 - Jun 2023 | < 1 |
| State Farm Investment Management Corp | Alpharetta, GA | Mar 2023 - Jun 2023 | < 1 |
| State Farm Insurance | Dallas, GA | Feb 2023 - Mar 2023 | < 1 |
| State Farm Investment Management Corp | Dallas, GA | Feb 2023 - Mar 2023 | < 1 |
| State Farm Vp Management Corp | Dallas, GA | Feb 2023 - Mar 2023 | < 1 |
| State Farm Investment Management Corp | Acworth, GA | Apr 2022 - Feb 2023 | < 1 |
| State Farm Vp Management Corp | Acworth, GA | Aug 2020 - Feb 2023 | 2 |
| Barry Nash Insurance Agency | Acworth, GA | Mar 2018 - Feb 2023 | 4 |
| B & R Industrial Supply | Laurel, MS | Sep 2016 - Mar 2018 | 1 |
| Self Employed | Collins, MS | Jan 2016 - Sep 2016 | < 1 |
| America Fidelity Assurance Company | Oklahoma City, OK | Jan 2014 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- GA
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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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