Daniel King (CRD# 6345291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Snohomish, WA and has over 9 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Snohomish, WA | Jun 2021 - Current | 2 |
| State Farm Vp Management Corp | Snohomish, WA | Nov 2020 - Current | 3 |
| State Farm Insurance | Snohomish, WA | Nov 2020 - Current | 3 |
| State Farm Insurance | Kirkland, WA | Feb 2019 - Nov 2020 | 1 |
| State Farm Vp Management Corp. | Kirkland, WA | Feb 2019 - Nov 2020 | 1 |
| State Farm Investment Management Corp. | Kirkland, WA | Feb 2019 - Aug 2019 | < 1 |
| Daniel King Insurnace Agency | San Diego, CA | Jan 2015 - Jan 2019 | 4 |
| State Farm Vp Management Corp. | San Diego, CA | Jan 2015 - Jan 2019 | 4 |
| State Farm Vp Management Corp. | Hollywood, CA | Jun 2014 - Dec 2014 | < 1 |
| State Farm Insurance | Hollywood, CA | May 2014 - Dec 2014 | < 1 |
| State Farm Insurance | Los Angeles, CA | Feb 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- AZ
- CA
- WA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.