Paul MiddletonCRD Number: 3038516
Current Firm: State Farm Investment Management Corp.
Paul Middleton (CRD# 3038516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Jose, CA and has over 16 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|State Farm Investment Management Corp||San Jose, CA||Jul 2009 - Current||7|
|State Farm Vp Management Corp.||San Jose, CA||Mar 1998 - Current||18|
|Paul Middleton Ins Agcy Inc.||San Jose, CA||May 1979 - Current||37|
|State Farm Investment Corp||San Jose, CA||Apr 2003 - Dec 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV