William Reese (CRD# 4945588) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dover, DE and has over 18 years of experience in the finance industry.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4399512
Savant Wealth Management
CRD# 4147880
Big Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Selbyville, DE | Aug 2018 - Current | 5 |
| State Farm Investment Management Corp | Dover, DE | Aug 2018 - Current | 5 |
| William Reese Insurance Agency | Selbyville, DE | Feb 2018 - Current | 6 |
| State Farm Vp Management Corp. | Selbyville, DE | Feb 2018 - Current | 6 |
| William Reese Insurance Agency | Dover, DE | Apr 2010 - Current | 14 |
| State Farm Vp Management Corp. | Dover, DE | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- DE
- MD
- PA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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