William Coffee (CRD# 5346574) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eastland, TX and has over 16 years of experience in the finance industry.
CRD# 1964362
Lpl Financial LLC
CRD# 1572794
Edward Jones
CRD# 6458262
Smart Money Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Eastland, TX | Aug 2018 - Current | 5 |
| State Farm Investment Managment Corp | Eastland, TX | Aug 2012 - Current | 11 |
| State Farm Vp Management Corp | Eastland, TX | Jan 2008 - Current | 16 |
| Clint Coffee Insurance Agency | Eastland, TX | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- TX
-
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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