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Deborah Anne George

State Farm Investment Management Corp.

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About Deborah Anne George

Deborah Anne George is an investment advisor representative registered with State Farm Investment Management Corp. Deborah has been in the securities industry since January 9, 2000. She is licensed in the state of Ohio to provide investment advice and has earned the Series 65 license. Deborah George holds the Series 6 and SIE licenses as well. Deborah is also the owner and agent of Deborah George's Insurance Agency in Mentor, Ohio.

Firm Information

Deborah George 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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Deborah George’s Registration & Firm History

OH

05/30/2023 - Present

State Farm Investment Management Corp. (Mentor OH)

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Licenses & Designations

IA

Issued 05/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Anne George.
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