Donna Halford (CRD# 3033708) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vicksburg, MS and has over 23 years of experience in the finance industry.
CRD# 1201311
Raymond James Financial Services Advisors, Inc.
CRD# 2767326
Lpl Financial LLC
CRD# 1811762
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Vicksburg, MS | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Vicksburg, MS | Feb 1998 - Current | 26 |
| Donna Halford Insurance Agency | Vicksburg, MS | Sep 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- MS
-
Total Assets Under Management10,165MILLIONS
-
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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