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Gary Lee Garrett

State Farm Investment Management Corp.

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About Gary Lee Garrett

Gary Garrett is a registered investment advisor representative with State Farm Investment Management Corp. Gary has been in the securities industry since November 18, 1997. Gary is licensed in 7 states and is registered with FINRA and the SEC. Gary has a series 6, 63 and 65 license, as well as the SIE. Gary is a licensed insurance agent with State Farm and has held a property investment in Athens, Georgia since 2011. Gary Garrett's insurance agency offers services from State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Gary Garrett 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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Gary Garrett’s Registration & Firm History

GA

10/08/2024 - Present

State Farm Investment Management Corp. (Athens GA)

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Licenses & Designations

IA

Issued 03/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Lee Garrett.
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