Joseph McCollum, financial advisor Sac City IA

Joseph McCollum

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joseph P. McCollum
Phone Number: 800-447-0740
Registered State(s):
  • IA
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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