William MatchellCRD Number: 4582416
Current Firm: State Farm Investment Management Corp.
William Matchell (CRD# 4582416) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gainesville, FL and has 1 year of experience in the finance industry.
Chacon Diaz & Di Virgilio Wealth Management, LLC
Northwestern Mutual Investment Services,llc
J. W. Cole Advisors, Inc.
|State Farm Investment Management Corp||Gainesville, FL||Mar 2012 - Current||5|
|Bill Matchell Insurance Agency||Gainesville, GA||Jun 2004 - Current||13|
|State Farm Vp Management Corp||Gainesville, FL||May 2003 - Current||14|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
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