David WillisCRD Number: 3027295
Current Firm: State Farm Investment Management Corp.
David Willis (CRD# 3027295) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springfield, OR and has over 17 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|State Farm Investment Management Corp||Springfield, OR||Aug 2009 - Current||7|
|David Willis Insurance Agency||Springfield, OR||Feb 2003 - Current||14|
|State Farm Vp Management Corp||Springfield, OR||Feb 2003 - Current||14|
|State Farm Investment Management Corp||Springfield, OR||Apr 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 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