Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shivers is a registered investment advisor representative with State Farm Investment Management Corp. in Clovis, CA. David has been in the industry since 1998 and has passed the Series 63, Series 6, and Series 65 exams. David specializes in investment advice for individuals and investment companies. David is also a board member for several community organizations, including CrossCity Christian Church, the Business Organization of Old Town Clovis, and CrossCity Community Foundation.
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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CA
05/08/2023 - Present
State Farm Investment Management Corp. (Clovis CA)
IA
Issued 04/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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