Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid St. Charles is a registered investment advisor representative for State Farm Investment Management Corp. David has been in the industry since 2007. David has a Series 6, Series 63, and Series 65 licenses. David is also a board member of the Boys & Girls Club of South-Central Tennessee. David's firm has approximately $10.2 billion in assets under management and services a variety of clients, including individuals, investment companies, and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TN
03/10/2023 - Present
State Farm Investment Management Corp. (Spring Hill TN)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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