Wade Walters (CRD# 7804843) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nitro, WV and has 1 year of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
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Cetera Investment Advisers LLC
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Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Nitro, WV | Oct 2023 - Current | < 1 |
State Farm Vp Management Corp. | Nitro, WV | Sep 2023 - Current | < 1 |
Wade Walters Insurance Agency | Nitro, WV | Nov 2021 - Current | 2 |
State Farm Insurance | Nitro, WV | Jun 2021 - Nov 2021 | < 1 |
John Bumgarner Insurance Agency | Hurricane, WV | Jun 2018 - Jun 2021 | 3 |
Enterprise Rent-a-car | South Charleston, WV | Feb 2017 - Jun 2018 | 1 |
General Nutrition Center | Charleston, WV | Feb 2016 - Feb 2017 | 1 |
Dicks Sporting Goods | Charleston, WV | Nov 2015 - Feb 2016 | < 1 |
Walsworth Yearbooks | Saint Albans, WV | Aug 2015 - Feb 2016 | < 1 |
Dicks Sporting Goods | Charleston, WV | May 2015 - Aug 2015 | < 1 |
Homemaker | Saint Albans, WV | Jan 2015 - May 2015 | < 1 |
Dicks Sporting Goods | Charleston, WV | Oct 2014 - Jan 2015 | < 1 |
Homemaker | Saint Albans, WV | Nov 2013 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2022 |
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- KY
- OH
- VA
- WV
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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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