Amit Manchanda (CRD# 7811487) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yorba Linda, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Chicago, IL | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Chicago, IL | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp | Chicago, IL | Oct 2023 - Current | < 1 |
| At&t | Tustin, CA | Apr 2022 - Current | 2 |
| Manchanda Agency Inc. - Farmers Insurance | Orange, CA | Jan 2020 - Sep 2023 | 3 |
| Jmd Works Inc. | Orange, CA | Apr 2013 - Nov 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AZ
- CA
-
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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