Gerald Moody, financial advisor Puyallup WA
93 score

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 18 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Puyallup, WA Jul 2009 - Current 7
State Farm Vp Management Corp. Puyallup, WA Dec 1997 - Current 19
Gerald Moody Insurance Agency Puyallup, WA Nov 1984 - Current 32
State Farm Investment Management Corp Puyallup, WA Mar 2005 - Dec 2008 3
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
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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