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Carlos Contreras alvarez

State Farm Investment Management Corp.

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About Carlos Contreras alvarez

Carlos Contreras alvarez is a registered investment advisor representative with State Farm Investment Management Corp. Carlos has been in the industry for over a decade, and has held positions at various financial institutions including Fidelity Brokerage Services LLC, Wells Fargo Clearing Services, and JPMorgan Chase Bank, N.A. Carlos holds the Series 63 and Series 65 licenses. Carlos specializes in providing investment advisory services to individuals and investment companies.

Firm Information

Carlos Contreras alvarez 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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Carlos Contreras alvarez’s Registration & Firm History

TX

09/19/2024 - Present

State Farm Investment Management Corp. (Richardson TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Contreras alvarez.
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