Susan Helwig, financial advisor Palatka FL

Susan Helwig

CRD Number: 4352226
Current Firm: State Farm Investment Management Corp.

Susan Helwig (CRD# 4352226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palatka, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Palatka, FL Feb 2019 - Current 5
Susan Helwig Insurance Agency Palatka, FL Jul 2002 - Current 21
State Farm Vp Management Corp. Palatka, FL Jul 2001 - Current 22

Susan Helwig has no recent exams reported.
Contact Info for Susan G. Helwig
Phone Number: 800-447-0740
Registered State(s):
  • FL
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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