Charles Hewett (CRD# 2200338) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monterey, CA and has over 32 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Monterey, CA | Aug 2018 - Current | 5 |
| Charles Hewett Insurance Agency | Monterey, CA | Aug 2005 - Current | 18 |
| State Farm Vp Management Corp. | Monterey, CA | Feb 2003 - Current | 21 |
| State Farm Investment Management Corp. | Monterey, CA | Jul 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
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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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