Gina Rocco-Green (CRD# 2895020) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spokane Valley, WA and has over 13 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Spokane, WA | May 2023 - Current | 1 |
| State Farm Investment Management Corp | Spokane, WA | May 2023 - Current | 1 |
| Dave Christy Insurance Agency | Spokane, WA | May 2023 - Current | 1 |
| State Farm Investment Management Corp. | Spokane Valley, WA | Jan 2021 - Current | 3 |
| Dave Christy Insurance Agency | Spokane Valley, WA | Oct 2019 - Current | 4 |
| State Farm Vp Management Corp. | Spokane Valley, WA | Oct 2019 - Current | 4 |
| Colleen Stevens Financial Services | Spokane, WA | Aug 2019 - Sep 2019 | < 1 |
| State Farm Vp Management Corp. | Spokane Valley, WA | Jul 2019 - Aug 2019 | < 1 |
| Dave Christy Insurance Agency | Spokane Valley, WA | Jun 2019 - Aug 2019 | < 1 |
| Robert W. Baird & Company | Spokane, WA | Mar 2016 - Jun 2019 | 3 |
| Ubs Financial Services Inc. | Spokane, WA | Jun 2015 - Mar 2016 | < 1 |
| Lpl Financial | Spokane, WA | Feb 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- CA
- ID
- OR
- WA
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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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