David Matzinger (CRD# 6447058) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Jose, CA and has over 9 years of experience in the finance industry.
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 1788077
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Gilroy, CA | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | San Jose, CA | Feb 2024 - Current | < 1 |
| David Matzinger Insurance Agency | Gilroy, CA | Jul 2022 - Current | 1 |
| State Farm Vp Management Corp | Gilroy, CA | Jul 2022 - Current | 1 |
| State Farm Vp Management Corp | San Jose, CA | Sep 2015 - Current | 8 |
| David Matzinger Insurance Agency | San Jose, CA | Sep 2015 - Current | 8 |
| State Farm Insurance | San Jose, CA | Jul 2015 - Aug 2015 | < 1 |
| State Farm Management Corp. | San Jose, CA | Jul 2015 - Aug 2015 | < 1 |
| State Farm Vp Management Corp | Daly City, CA | Feb 2015 - Jul 2015 | < 1 |
| State Farm Insurance | Daly City, CA | Jan 2015 - Jul 2015 | < 1 |
| State Farm Insurance | Bloomington, IL | Sep 2014 - Jan 2015 | < 1 |
| State Farm Insurance | Bloomington, IL | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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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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