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Clifford John Wilcox

State Farm Investment Management Corp.

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About Clifford John Wilcox

Clifford Wilcox is a registered investment advisor representative with State Farm Investment Management Corp. Clifford Wilcox is also a registered representative with State Farm VP Management Corp. Clifford Wilcox has been in the financial services industry for over 17 years. Clifford Wilcox has been with State Farm Investment Management Corp. since August 2023. Clifford Wilcox has a Series 6 and Series 63 license. Clifford Wilcox holds the SIE exam. Clifford Wilcox specializes in the area of portfolio management for individuals and investment companies. Clifford Wilcox is also the owner of Clifford Wilcox's Insurance Agency. Clifford Wilcox's insurance agency is a State Farm agency and also has investment related activities.

Firm Information

Clifford Wilcox 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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Clifford Wilcox’s Registration & Firm History

GA

10/29/2024 - Present

State Farm Investment Management Corp. (ROSWELL GA)

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Licenses & Designations

IA

Issued 07/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford John Wilcox.
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