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Charles Lucian Carnahan

State Farm Investment Management Corp.

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About Charles Lucian Carnahan

Charles Lucian Carnahan has been in the financial services industry since 2003 and has a strong background in both investment and insurance. Charles is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. in Waynesburg, PA. Charles has also held previous roles with several other firms including LPL Financial Corporation, NATCITY INVESTMENTS, INC., PNC INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WADDELL & REED, INC. Charles offers investment advisory services to both individuals and investment companies. Charles is a licensed agent and owner of Charles L Carnahan Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Charles Carnahan 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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Charles Carnahan’s Registration & Firm History

PA

04/16/2019 - Present

State Farm Investment Management Corp. (Waynesburg PA)

PA

09/08/2009 - 08/31/2010

LPL FINANCIAL CORPORATION (PITTSBURGH PA)

PA

07/24/2006 - 08/24/2009

NATCITY INVESTMENTS, INC. (MCMURRAY PA)

PA

01/11/2005 - 02/02/2006

PNC INVESTMENTS (PITTSBURGH PA)

NY

07/28/2003 - 01/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

KS

07/03/2003 - 07/29/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 09/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Lucian Carnahan.
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