Raymond Esparza, financial advisor Yorba Linda CA

Raymond Esparza

CRD Number: 4687479
Current Firm: State Farm Investment Management Corp.

Raymond Esparza (CRD# 4687479) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yorba Linda, CA and has over 18 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Yorba Linda CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Yorba Linda CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Veronica Aaron, financial advisor Yorba Linda CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
State Farm Investment Management Corp. Yorba Linda, CA Aug 2018 - Current 3
State Farm Vp Management Corp Yorba Linda, CA Mar 2013 - Current 8
State Farm Insurance Yorba Linda, CA Mar 2013 - Current 8
State Farm Vp Management Corp Gardena, CA Sep 2011 - Mar 2013 1
State Farm Insurance Gardena, CA Sep 2011 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Raymond M. Esparza
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.