Luis Garza (CRD# 5273633) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sammamish, WA and has over 17 years of experience in the finance industry.
CRD# 5998980
Usi Advisors
CRD# 4565639
Sonata Capital Group Inc.
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sammamish, WA | Apr 2022 - Current | 2 |
| State Farm Insurance | Sammamish, WA | Oct 2017 - Current | 6 |
| State Farm Vp Management Corp | Sammamish, WA | Oct 2017 - Current | 6 |
| State Farm Investment Management Corp. | Sammamish, WA | Aug 2018 - Jun 2019 | < 1 |
| State Farm Vp Management Corp. | Maple Valley, WA | Apr 2013 - Oct 2017 | 4 |
| State Farm Insurance | Maple Valley, WA | Apr 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
- WA
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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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