Gerald Moody, financial advisor Puyallup WA

Gerald Moody

CRD Number: 3017481
Current Firm: State Farm Investment Management Corp.

Gerald Moody (CRD# 3017481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Puyallup, WA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Puyallup, WA Aug 2018 - Current 5
State Farm Vp Management Corp. Puyallup, WA Dec 1997 - Current 26
Gerald Moody Insurance Agency Puyallup, WA Nov 1984 - Current 39
State Farm Investment Management Corp. Puyallup, WA Jul 2009 - Mar 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for Gerald A. Moody
Phone Number: 800-447-0740
Registered State(s):
  • WA
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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