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 19 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|State Farm Investment Management Corp||Tempe, AZ||Jul 2009 - Current||8|
|State Farm Vp Management Corp.||Tempe, AZ||Feb 1998 - Current||20|
|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 Management21,857MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$780,601,363
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")