Eduardo Ponciano is a registered investment advisor, based in Caldwell, ID, with 1 years of industry experience.
Location
2922 Cleveland Blvd, Ste 500, Caldwell, ID, 83605
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eduardo works as an agent team member for Monte Folsom's Insurance Agency, representing State Farm and its affiliates. He dedicates about half of his time to servicing customers.
Employment History
Current Registrations
State Farm Vp Management CORP.
January 2025 - Present · 1 yr 4 mos
State Farm Vp Management CORP.Broker
January 2025 - Present · 1 yr 4 mos
State Farm Investment Management CORP.
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
IDUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.