Unclaimed
William Gregory Coker is an investment advisor representative with State Farm Investment Management Corp. William is registered with the state of Kentucky. William has been in the securities industry since 2022 and has experience working with investment companies. William is registered to provide investment advisory services. William is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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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2
KY
07/17/2023 - Present
State Farm Investment Management Corp. (Bowling Green KY)
IL
12/07/2022 - 05/18/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 07/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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