William Tisdale, financial advisor Bangor ME

William Tisdale

CRD Number: 6122062
Current Firm: State Farm Investment Management Corp.

William Tisdale (CRD# 6122062) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bangor, ME and has over 11 years of experience in the finance industry.

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Bcd Advisors
Company Name Location Dates Years
William Tisdale Insurance Agency Ellsworth, ME Dec 2023 - Current < 1
State Farm Vp Management Corp Ellsworth, ME Dec 2023 - Current < 1
State Farm Investment Management Corp Ellsworth, ME Dec 2023 - Current < 1
State Farm Investment Management Corp Bangor, ME May 2023 - Current 1
William Tisdale Insurance Agency Bangor, ME Jan 2014 - Current 10
State Farm Vp Management Corp Bangor, ME Jan 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for William J. Tisdale
Phone Number: 800-447-0740
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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