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Caroline Copeland Dorris

State Farm Investment Management Corp.

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About Caroline Copeland Dorris

Caroline Dorris is a registered investment advisor representative with State Farm Investment Management Corp. Caroline is licensed in Alabama, Georgia and Mississippi. Caroline has been in the financial services industry since 2013. Prior to working at State Farm Investment Management Corp., Caroline was employed by STATE FARM VP MANAGEMENT CORP. in Bloomington, Illinois. Caroline is also the owner and agent of Caroline Dorris's Insurance Agency.

Firm Information

Caroline Dorris 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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Caroline Dorris’s Registration & Firm History

AL

08/07/2023 - Present

State Farm Investment Management Corp. (Birmingham AL)

IL

11/05/2012 - 12/31/2012

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 07/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Caroline Copeland Dorris. Review regulatory record here.
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