Julia Wilhite (CRD# 7536042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sulphur Springs, TX and has 1 year of experience in the finance industry.
CRD# 6745503
Osaic Wealth, Inc.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 2607738
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sulpher Springs, TX | Jul 2022 - Current | 1 |
| State Farm Vp Management Corp. | Sulphur Springs, TX | May 2022 - Current | 1 |
| Julia Wilhite Insurance Agency | Sulphur Springs, TX | Jan 2019 - Current | 5 |
| State Farm Insurance | Sulphur Springs, TX | Aug 2018 - Dec 2018 | < 1 |
| Martin Brower | Roanoke, TX | Jun 2014 - Jul 2018 | 4 |
| Century Products, LLC | Greensboro, NC | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- TX
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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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