Terry Romero Wofford

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1998 → Present
  State Farm Vp Management Corp.
  Lafayette, LA
• 01/1995 → Present
  Terry Wofford Insurance Agency
  Lafayette, LA
• 09/2021 → Present
  State Farm Investment Management Corp
  Lafayette, LA
• 11/2023 → 07/2024
  Terry Wofford Insurance Agency
  Eunice, LA
• 11/2023 → 07/2024
  State Farm Investment Management Corp
  Eunice, LA
• 11/2023 → 07/2024
  State Farm Vp Management Corp.
  Eunice, LA

Other Businesses

1) Terry Wofford's Insurance Agency; Insurance Agency; Investment-related; 2200 W Congress St Lafayette, LA 70506-4204; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1993; 80; 80; Service customers and supervise employees 2) Assetmark; Investment-Related; 3500 N Causeway Blvd, Ste 1500 Metairie, LA 70002; Stocks, Bonds, Mutual Funds; 08/05/2022

Designations

• Chartered Financial Consultant