David Williams (CRD# 3014834) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tallahassee, FL and has over 23 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5391298
Calton & Associates, Inc.
CRD# 6381033
Independent Advisor Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Tallahassee, FL | Aug 2018 - Current | 5 |
| David Williams Insurance Agency | Tallahassee, FL | Sep 2015 - Current | 8 |
| State Farm Vp Management Corp | Tallahassee, FL | Jan 2008 - Current | 16 |
| State Farm Insurance | Tallahassee, FL | Mar 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
- FL
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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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