Financial ADVSR advisor directory · SEC adviser records
State Farm Investment Management Corp. financial advisors in Cupertino, CA
Every SEC-registered investment adviser representative at a State Farm Investment Management Corp. office in Cupertino, A to Z.
The short answer
3 registered advisors work at State Farm Investment Management Corp. in Cupertino, out of 6,578 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
State Farm Investment Management Corp. advisors in Cupertino, A to Z
Every State Farm Investment Management Corp. advisor →- Catherine C. ChenChartered Financial Consultant · Also a broker rep
- Preeti SehgalAlso a broker rep
- Jason L. StefelyChartered Financial Consultant · Also a broker rep
State Farm Investment Management Corp. advisors in every city and state →State Farm Investment Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
State Farm Investment Management Corp. advisors in other cities
Houston, TX 47San Antonio, TX 43Chicago, IL 36Bloomington, IL 30Louisville, KY 28Austin, TX 26Indianapolis, IN 26Omaha, NE 23Tulsa, OK 23Albuquerque, NM 21Atlanta, GA 21Denver, CO 20Jacksonville, FL 20Phoenix, AZ 20Cincinnati, OH 19
Other firms in Cupertino
All Cupertino advisors →Morgan Stanley 49Charles Schwab & Co., Inc. 26J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Citigroup Global Markets Inc. 4Eagle Strategies LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3The Wealth Consulting Group 3Transamerica Financial Advisors, LLC 3
Questions
How many financial advisors does State Farm Investment Management Corp. have in Cupertino?
3 investment adviser representatives are registered at State Farm Investment Management Corp. offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6,578 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is State Farm Investment Management Corp. one of the largest advisor employers in Cupertino?
State Farm Investment Management Corp. ranks number 11 in Cupertino by registered advisors; Morgan Stanley has the most, with 49.
How do I check a State Farm Investment Management Corp. advisor in Cupertino?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the State Farm Investment Management Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.