Julie MoeCRD Number: 3060618
Current Firm: State Farm Investment Management Corp.
Julie Moe (CRD# 3060618) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vancouver, WA and has over 23 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|State Farm Investment Management Corp||Vancouver, WA||Aug 2018 - Current||3|
|Julie Moe Insurance Agency||Vancouver, WA||Jan 1999 - Current||22|
|State Farm Vp Management Corp.||Vancouver, WA||Jan 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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