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Poonam Walia

Riverside, CA
1 DisclosureBroker

Poonam Walia is a registered investment advisor, based in Riverside, CA.

Location

9670 Magnolia Ave, Ste 205, Riverside, CA, 92503

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History

Regulatory History (1)
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Financial
October 2018
Final
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
September 2025 - Present · 8 mos
State Farm Vp Management CORP.
September 2025 - Present · 8 mos
State Farm Investment Management CORP.
August 2025 - Present · 9 mos
State Registrations3 states
AZCAOR
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.
Poonam Walia - Financial Advisor | TrueAdvisor