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Derek McCoy

State Farm Investment Management Corp.

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About Derek McCoy

Derek McCoy is a registered investment advisor representative with State Farm Investment Management Corp. Derek has been in the financial services industry since 2008. Derek is registered in both Arkansas and Missouri to provide investment advice. Derek has a Series 6 and Series 63 licenses, and has passed the SIE and Series 65 exams. Derek also owns and operates an insurance agency in Mountain Home, AR. Derek's firm, State Farm Investment Management Corp., is a large firm that provides investment advice to individuals, investment companies, and pooled investment vehicles. The firm manages over $10 billion in assets. Derek is dedicated to providing his clients with personalized financial advice and investment management services.

Firm Information

Derek McCoy 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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Derek McCoy’s Registration & Firm History

AR

04/08/2019 - Present

State Farm Investment Management Corp. (Mountain Home AR)

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Licenses & Designations

IA

Issued 04/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek McCoy.
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