David Hersch (CRD# 7693441) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springfield, OR and has 1 year of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Springfield, OR | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp | Springfield, OR | Sep 2023 - Current | < 1 |
| David Hersch Insurance Agency | Springfield, OR | Sep 2023 - Current | < 1 |
| State Farm Investment Management Corp | Redmond, OR | Apr 2023 - Sep 2023 | < 1 |
| State Farm Insurance | Redmond, OR | Feb 2023 - Sep 2023 | < 1 |
| State Farm Vp Management Corp | Redmond, OR | Feb 2023 - Sep 2023 | < 1 |
| Jessica Anderson Insurance Agency | Bend, OR | Jun 2020 - Feb 2023 | 2 |
| Big Bend Community College | Moses Lake, WA | Jul 2018 - Jun 2020 | 1 |
| Papas Casino | Moses Lake, WA | Apr 2019 - Apr 2020 | 1 |
| Moses Lake High School | Moses Lake, WA | Aug 2014 - Jun 2018 | 3 |
| Rosemont Ridge Middle School | West Linn, OR | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- OR
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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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