Zackary Bilbrey (CRD# 7670445) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cibolo, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Cibolo, TX | Apr 2023 - Current | 1 |
| State Farm Vp Management Corp. | Cibolo, TX | Dec 2022 - Current | 1 |
| Jeremy Fuller Insurance Agency | Cibolo, TX | Jan 2022 - Current | 2 |
| Asurea | San Diego, CA | Aug 2020 - Jan 2022 | 1 |
| Kuyper Christian Prep | National City, CA | Aug 2019 - Aug 2020 | 1 |
| Reliant Funding | San Diego, CA | Jul 2017 - Jul 2019 | 2 |
| Reliant Funding | San Diego, CA | Jul 2016 - Jun 2017 | < 1 |
| Mossy Nissan Escondido | Escondido, CA | Jun 2014 - Jul 2016 | 2 |
| Amuse Bouche Catering | San Diego, CA | Jan 2013 - Dec 2015 | 2 |
| Lincoln Heritage | La Mesa, CA | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TX
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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