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Carlos Marron

State Farm Investment Management Corp.

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About Carlos Marron

Carlos Marron is a registered Investment Advisor Representative and a licensed insurance agent, offering a variety of financial services. Carlos is currently employed with State Farm Investment Management Corp. and has been with the firm since August 2018. Carlos also owns and operates Carlos Marron's Insurance Agency and is licensed to sell insurance through State Farm Mutual Automobile Insurance Company and its affiliates. Carlos has been a licensed insurance agent since September 2013. He has successfully completed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65) as well as the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Carlos specializes in providing financial planning and portfolio management services to individuals and investment companies.

Firm Information

Carlos Marron 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 Marron’s Registration & Firm History

CA

12/14/2018 - Present

State Farm Investment Management Corp. (Redwood City CA)

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Licenses & Designations

IA

Issued 12/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Marron.
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