William PancakeCRD Number: 3030638
Current Firm: State Farm Investment Management Corp.
William Pancake (CRD# 3030638) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kissimmee, FL and has 1 year of experience in the finance industry.
Ameriprise Financial Services, Inc.
Suntrust Investment Services, Inc.
|State Farm Investment Management Corp||Kissimmee,, FL||Feb 2010 - Current||6|
|State Farm Vp Management Corp.||Kissimmee, FL||Mar 1998 - Current||18|
|Bill Pancake Insurance Agency||Kissimmee, FL||Jul 1983 - Current||33|
|State Farm Investment Management Corp||Kissimmee, FL||Aug 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
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