linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander James Peterson-cross

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander James Peterson-cross

Alexander Peterson-Cross is an investment advisor representative registered with State Farm Investment Management Corp. Alexander Peterson-Cross has been in the industry since May 3, 2016 and is currently registered in Arizona, California, Nevada, and Oregon. Alexander Peterson-Cross has experience working with individuals and investment companies. They offer portfolio management services. Alexander Peterson-Cross is also a registered insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Alexander Peterson-cross is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Peterson-cross’s Registration & Firm History

CA

09/16/2021 - Present

State Farm Investment Management Corp. (San Diego CA)

CA

10/14/2015 - 08/06/2019

W&S BROKERAGE SERVICES, INC. (San Diego CA)

Not sure if Alexander James Peterson-cross is right for you?

Licenses & Designations

IA

Issued 07/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander James Peterson-cross.
Not sure if Alexander James Peterson-cross is right for you?