Unclaimed
Derrick Spencer is a financial advisor with State Farm Investment Management Corp. Derrick Spencer is a registered investment advisor in Arizona, Nevada, and Utah. Derrick Spencer has been in the financial services industry since 2003. Derrick Spencer has been a licensed agent with State Farm since 2007.
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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2
AZ
06/12/2023 - Present
State Farm Investment Management Corp. (Avondale AZ)
IL
08/08/2003 - 08/02/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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