Susan FeredayCRD Number: 3042466
Current Firm: State Farm Investment Management Corp.
Susan Fereday (CRD# 3042466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Estes Park, CO and has over 18 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|State Farm Investment Management Corp||Estes Park, CO||Aug 2012 - Current||4|
|Susan Fereday Insurance Agency||Estes Park, CO||Jun 2012 - Current||4|
|State Farm Vp Management Corp||Estes Park, CO||Jun 2012 - Current||4|
|State Farm Insurance||Clearfield, UT||Sep 2008 - May 2012||3|
|State Farm Vp Management Corp||Clearfield, UT||Sep 2008 - May 2012||3|
|State Farm Insurance||Ogden, UT||Mar 2008 - Sep 2008||< 1|
|State Farm Vp Management Corp.||Ogden, UT||Oct 2006 - Sep 2008||1|
|State Farm Insurance||Ogden, UT||Oct 2006 - Mar 2008||1|
|State Farm Investment Management Corp.||Ogden, UT||Oct 2006 - Oct 2007||1|
|State Farm Investment Managment Corp||Riverton, UT||Mar 2006 - Oct 2006||< 1|
|State Farm Vp Management Corp.||Riverton, UT||Feb 1998 - Oct 2006||8|
|State Farm Insurance||Riverton, UT||Oct 1995 - Oct 2006||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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