Richard Stockton, financial advisor Quincy CA

Richard Stockton

CRD Number: 3061164
Current Firm: State Farm Investment Management Corp.

Richard Stockton (CRD# 3061164) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Quincy, CA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Quincy, CA Aug 2018 - Current 3
State Farm Vp Management Corp. Quincy, CA Apr 1998 - Current 23
Richard Stockton Insurance Agency Quincy, CA Feb 1997 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Richard K. Stockton
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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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