Brian Winfield (CRD# 4692264) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Irwin, PA and has over 20 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Irwin, PA | Jun 2023 - Current | < 1 |
| Brian Winfield Insurance Agency | Irwin, PA | Jul 2008 - Current | 15 |
| State Farm Vp Management Corp | Irwin, PA | Jul 2008 - Current | 15 |
| State Farm Investment Management Corp | Irwin, PA | Apr 2019 - Oct 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
- PA
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Total Assets Under Management10,165MILLIONS
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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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