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Carter Oneil Shipp

State Farm Investment Management Corp.

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About Carter Oneil Shipp

Carter Oneil Shipp is a financial professional with experience in the industry. Carter is currently registered with State Farm Investment Management Corp. Previously, Carter was registered with NYLIFE SECURITIES LLC. Carter has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Carter is registered in Louisiana and has a total of 2 approved state registrations. Carter's firm currently manages more than $10 billion in assets for its clients. Carter specializes in investment companies and pooled investment vehicles. In addition to working with clients as a financial advisor, Carter owns and operates Neil Shipp Insurance Agency, a State Farm affiliate.

Firm Information

Carter Shipp 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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Carter Shipp’s Registration & Firm History

LA

09/03/2024 - Present

State Farm Investment Management Corp. (West Monroe LA)

LA

08/18/2022 - 01/30/2023

NYLIFE SECURITIES LLC (MONROE LA)

LA

08/31/2017 - 05/04/2022

NYLIFE SECURITIES LLC (MONROE LA)

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Licenses & Designations

IA

Issued 01/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carter Oneil Shipp.
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