Betty Simone, financial advisor Livermore CA

Betty Simone

CRD Number: 3015688
Current Firm: State Farm Investment Management Corp.

Betty Simone (CRD# 3015688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livermore, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Livermore, CA Dec 2018 - Current 5
State Farm Vp Management Corp Livermore, CA Oct 2018 - Current 5
Betty Taylor Insurance Agency Livermore, CA Nov 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
Contact Info for Betty T. Simone
Phone Number: 800-447-0740
Registered State(s):
  • CA
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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