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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brock Wix is a financial advisor who is licensed to conduct business in Louisiana. David has been in the industry since 2013 and is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. He is located in Rayne, LA. His specializations include Variable Contracts and Annuities. He has completed the Series 63, Series 65, Series 6TO and SIE exams. David has been employed by State Farm Investment Management Corp since September 2023. Prior to that, he worked for Scott Watkins's Insurance Agency in Rayne, LA.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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LA
09/13/2023 - Present
State Farm Investment Management Corp. (RAYNE LA)
BC
Issued 09/14/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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