Judy Aguilar-WoertzCRD Number: 3030493
Current Firm: State Farm Investment Management Corp.
Judy Aguilar-Woertz (CRD# 3030493) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tempe, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|State Farm Investment Management Corp||Tempe, AZ||Jul 2009 - Current||8|
|State Farm Vp Management Corp.||Tempe, AZ||Feb 1998 - Current||19|
|Judy Aguilar-woertz Insurance Agency||Tempe, AZ||May 1985 - Current||32|
|State Farm Investment Management Corp||Tempe, AZ||Apr 2003 - Dec 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
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