Willie Woods (CRD# 5573394) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint Joseph, MO and has over 15 years of experience in the finance industry.
CRD# 16399
Berthel Fisher & Company Financial Services, Inc.
CRD# 2364849
Equitable Advisors, LLC
CRD# 5927442
Prospurpose Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Saint Joseph, MO | Feb 2023 - Current | 1 |
| Willie Woods Insurance Agency | St Joseph, MO | May 2009 - Current | 15 |
| State Farm Vp Management Corp | St Joseph, MO | May 2009 - Apr 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KS
- MO
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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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