Gregory Ochipa, financial advisor Wilmington NC

Gregory Ochipa

CRD Number: 5060760
Current Firm: State Farm Investment Management Corp.

Gregory Ochipa (CRD# 5060760) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilmington, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Wilmington, NC Nov 2023 - Current < 1
Greg Ochipa Insurance Agency Wilmington, NC Jan 2011 - Current 13
State Farm Vp Management Corp Wilmington, NC Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Nov 2023
Contact Info for Gregory J. Ochipa
Phone Number: 800-447-0740
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
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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