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Daniel P Cavin

State Farm Investment Management Corp.

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About Daniel P Cavin

Daniel Cavin is an investment advisor representative associated with State Farm Investment Management Corp. Daniel has been in the industry since April 17, 2001. Daniel is registered with the state of Florida. Daniel is also a registered representative of State Farm Investment Management Corp., a broker-dealer, and a registered investment advisor. Daniel has a Series 7, 66, and SIE license. Daniel has worked at State Farm Investment Management Corp. since September 2018 and has worked at State Farm VP Management Corp. since January 2010. Daniel holds a Chartered Financial Consultant designation. Daniel's other business activities include the ownership of Daniel Cavin's Insurance Agency, a State Farm agency, and Dan Cavin - Property #1, a personally held real estate investment.

Firm Information

Daniel Cavin 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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Daniel Cavin’s Registration & Firm History

FL

11/09/2018 - Present

State Farm Investment Management Corp. (West Palm Beach FL)

NY

10/12/2000 - 10/23/2002

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

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Licenses & Designations

BOTH

Issued 11/10/2000

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 10/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Daniel P Cavin. Review regulatory record here.
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