Powen Cheng (CRD# 5526846) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alhambra, CA and has over 16 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Powen Cheng Insurance Agency | Glendora, CA | Nov 2019 - Current | 4 |
| State Farm Vp Management Corp | Glendora, CA | Nov 2019 - Current | 4 |
| State Farm Investment Management Corp. | Alhambra, CA | Aug 2018 - Current | 5 |
| Powen Cheng Insurance Agency | Alhambra, CA | Dec 2008 - Current | 15 |
| State Farm Vp Management Corp. | Alhambra, CA | Dec 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- CA
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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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