Joseph McCollumCRD Number: 6546856
Current Firm: State Farm Investment Management Corp.
Joseph McCollum (CRD# 6546856) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sac City, IA and has over 6 years of experience in the finance industry.
Lpl Financial LLC
|State Farm Investment Management Corp||Sac City, IA||Aug 2018 - Current||3|
|State Farm Vp Management Corp||Sac City, IA||May 2016 - Current||5|
|Joe Mccollum Insurance Agency||Sac City, IA||May 2016 - Current||5|
|State Farm Insurance||Indianola, IA||Aug 2015 - Apr 2016||< 1|
|State Farm Vp Management Corp.||Indianola, IA||Aug 2015 - Apr 2016||< 1|
|State Farm Insurance||West Des Moines, IA||Oct 2010 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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