Claude Bullock (CRD# 7869911) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shoreline, WA and has 1 year of experience in the finance industry.
CRD# 5544516
Berntson Porter Wealth Management, LLC
CRD# 4653056
Thrivent Investment Management Inc.
CRD# 5210186
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Shoreline, WA | Feb 2024 - Current | < 1 |
| Erin Ison Insurance Agency | Shoreline, WA | Feb 2024 - Current | < 1 |
| State Farm Investment Mangement Corp | Shoreline, WA | Feb 2024 - Current | < 1 |
| Kent Christianson Insurance Agency | Seattle, WA | Nov 2017 - Current | 6 |
| Provail - Non Profit | Seattle, WA | Jun 2016 - Nov 2017 | 1 |
| Behavior Management For Adults And Children | Lynnwood, WA | Dec 2015 - May 2017 | 1 |
| Oregon State University | Corvallis, OR | Sep 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
- WA
-
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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