Nicholas Baldwin (CRD# 7664326) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Florence, AL and has 1 year of experience in the finance industry.
CRD# 5083504
Edward Jones
CRD# 5286683
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5170662
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Florence, AL | Nov 2023 - Current | < 1 |
| State Farm Vp Management Corp | Huntsville, AL | Dec 2022 - Current | 1 |
| Beau Brooks Insurance Agency | Huntsville, AL | May 2017 - Current | 6 |
| Unemployed | Huntsville, AL | Jun 2016 - May 2017 | < 1 |
| The Boot Restaurant | Huntsville, AL | Mar 2016 - Jun 2016 | < 1 |
| Unemployed | Huntsville, AL | Aug 2014 - Mar 2016 | 1 |
| Birmingham Baseball | Huntsville, AL | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AL
-
Total Assets Under Management10,165MILLIONS
-
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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