David Wix (CRD# 7727940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rayne, LA and has 1 year of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Rayne, LA | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp | Rayne, LA | Apr 2023 - Current | 1 |
| Scott Watkins Insurance Agency | Rayne, LA | Sep 2021 - Current | 2 |
| Bonefish Grill | Lafayette, LA | Sep 2022 - Mar 2023 | < 1 |
| Chase Desormeaux Insurance Agency | Lafayette, LA | Sep 2019 - Sep 2021 | 2 |
| Allstate | Rayne, LA | Sep 2018 - Sep 2019 | 1 |
| Shayne Laughlin Insurance Agency | Lake Charles, LA | Sep 2017 - Sep 2018 | 1 |
| Golden Nugget Casino | Lake Charles, LA | Sep 2015 - Sep 2017 | 2 |
| Yellow Cab Of Lake Charles | Lake Charles, LA | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- LA
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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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