Alexander Anneker (CRD# 5058343) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Oakland, CA | May 2023 - Current | 1 |
| Alex Anneker Insurance Agency | Oakland, CA | Jul 2022 - Current | 1 |
| State Farm Vp Management Corp. | Oakland, CA | Jul 2022 - Current | 1 |
| State Farm Insurance | Pasadena, CA | Feb 2022 - Jul 2022 | < 1 |
| State Farm Vp Management Corp. | Pasadena, CA | Feb 2022 - Jul 2022 | < 1 |
| Jpmorgan Chase Bank | Pacific Palisades, CA | Feb 2019 - Feb 2022 | 3 |
| La Financial Federal Credit Union | Pasadena, CA | Apr 2018 - Feb 2019 | < 1 |
| Navy Federal Credit Union | Santa Ana, CA | Jan 2008 - Apr 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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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