Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Koon is a financial advisor who has been in the industry since 2010. David is registered to provide investment advisory services in Alabama, Florida, Mississippi, and Tennessee. David is affiliated with State Farm Investment Management Corp. and is currently registered with the state securities regulators in Alabama, Florida, and Mississippi. Previously, David was registered with STATE FARM VP MANAGEMENT CORP. David has a Series 6, Series 63, and Series 6TO. David is a Chartered Financial Consultant. David is also the owner of a private catering business.
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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TN
11/06/2023 - Present
State Farm Investment Management Corp. (Franklin TN)
TN
02/11/2008 - 09/02/2020
STATE FARM VP MANAGEMENT CORP. (NASHVILLE TN)
BC
Issued 08/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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