William Cummins, financial advisor Inverness FL

William Cummins

CRD Number: 4129387
Current Firm: State Farm Investment Management Corp.

William Cummins (CRD# 4129387) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Inverness, FL and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Inverness, FL Aug 2018 - Current 5
State Farm Vp Management Corp Beverly Hills, FL Aug 2014 - Current 9
State Farm Insurance Beverly Hills, FL Aug 2014 - Current 9
State Farm Insurance Winter Haven, FL May 2013 - Aug 2014 1
State Farm Vp Management Corp Winter Haven, FL Oct 2008 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for William C. Cummins
Phone Number: 800-447-0740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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