William Kelley (CRD# 7839872) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenwood, SC and has 1 year of experience in the finance industry.
CRD# 4456936
Apex Capital Management LLC
CRD# 1888517
Edward Jones
CRD# 1356229
Bailey Investment Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Greenwood, SC | Dec 2023 - Current | < 1 |
| Bobby Patterson Insurance Agency | Greenwood, SC | Dec 2023 - Current | < 1 |
| Preston Culbertson Insurance Agency | Greenwood, SC | Apr 2021 - Current | 3 |
| Credit Central | Laurens, SC | Feb 2019 - Apr 2021 | 2 |
| Local Finance | Holly Hill, SC | Feb 2013 - Feb 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- SC
-
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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