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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 Perkins is an investment advisor representative registered with State Farm Investment Management Corp. David is a registered investment advisor in Alabama and Tennessee. David Perkins began their career as a registered representative in 2010, having passed the Series 6 and Series 63 exams. In 2019, David Perkins earned their Series 65 license and is now registered as an investment advisor representative in Alabama. David has been with State Farm Investment Management Corp. since 2018.
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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AL
01/04/2019 - Present
State Farm Investment Management Corp. (Madison AL)
IL
05/20/2010 - 10/26/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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