Susan Fereday, financial advisor Estes Park CO
93 score

Susan Fereday

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Susan J. Fereday
Phone Number: 800-447-0740
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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