Judy Aguilar-Woertz, financial advisor Tempe AZ

Judy Aguilar-Woertz

CRD Number: 3030493
Current Firm: State Farm Investment Management Corp.

Judy Aguilar-Woertz (CRD# 3030493) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tempe, AZ and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Tempe, AZ Aug 2018 - Current 1
State Farm Vp Management Corp. Tempe, AZ Feb 1998 - Current 22
Judy Aguilar-woertz Insurance Agency Tempe, AZ May 1985 - Current 34
State Farm Investment Management Corp. Tempe, AZ Jul 2009 - Mar 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Judy P. Aguilar-Woertz
Phone Number: 800-447-0740
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    7,452
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,862,992,505
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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