Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Nelms is an investment advisor representative associated with State Farm Investment Management Corp. William has been in the industry for 2 years. William holds licenses in Alabama, Arkansas, Georgia and Tennessee. William specializes in Portfolio Management for Individuals and Portfolio Management for Investment Companies. William also works as an insurance agent.
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
TN
02/17/2022 - Present
State Farm Investment Management Corp. (Chattanooga TN)
IA
Issued 02/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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