Unclaimed
Don Toups is an investment advisor representative at State Farm Investment Management Corp., with an office in Geismar, LA. Don has been in the financial services industry since March 17, 2008, and is registered to offer investment advisory services in Louisiana. Don holds the Series 6 and Series 65 licenses, and has experience with investment company products/variable contracts and financial planning. Don also owns and operates Don Toups's Insurance Agency, a State Farm Mutual Automobile Insurance Company agency.
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.
1
2
LA
04/18/2023 - Present
State Farm Investment Management Corp. (Geismar LA)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Don Toups is the right advisor for you? Invested Better is here to help.