Suzanne Zimmerman (CRD# 5375256) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rolling Hills Estates, CA and has over 16 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Rolling Hills Estates, CA | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp | Rolling Hills Estates, CA | Dec 2008 - Current | 15 |
| Suzanne Zimmerman Insurance Agency | Rolling Hills Estates, CA | Dec 2008 - Current | 15 |
| State Farm Investment Management Corp. | Rolling Hills Estates, CA | Aug 2018 - Aug 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
- AZ
- CA
- NV
- OR
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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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