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Alberto Guerrero

State Farm Investment Management Corp.

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About Alberto Guerrero

Alberto Guerrero is a registered representative and investment advisor representative with State Farm Investment Management Corp. in Garland, Texas. Alberto has been in the securities industry since August 27, 2007 and is a licensed agent with State Farm Mutual Automobile Insurance Company and its affiliates. Alberto's practice focuses on providing portfolio management for individuals and investment companies. Alberto also owns Alberto Guerrero's Insurance Agency which is a separate business. Alberto holds Series 6, Series 63, and Series 65 licenses as well as the Securities Industry Essentials (SIE) exam. Alberto has been with State Farm since August 2018 and is currently a licensed agent, investment advisor representative and owner of an insurance agency with State Farm.

Firm Information

Alberto Guerrero is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alberto Guerrero’s Registration & Firm History

TX

06/09/2021 - Present

State Farm Investment Management Corp. (Garland TX)

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Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alberto Guerrero.
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