Weldon Collins, financial advisor Lakewood WA

Weldon Collins

CRD Number: 4026923
Current Firm: State Farm Investment Management Corp.

Weldon Collins (CRD# 4026923) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakewood, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Eric Collins Insurance Agency Tacoma, WA Oct 2021 - Current 2
State Farm Vp Management Corp. Tacoma, WA Oct 2021 - Current 2
State Farm Investment Management Corp Lakewood, WA Aug 2018 - Current 5
Eric Collins Insurance Agency Inc. Lakewood, WA Jan 2002 - Current 22
State Farm Vp Management Corp. Lakewood, WA Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Weldon E. Collins
Phone Number: 800-447-0740
Registered State(s):
  • WA
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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