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Gregory Paul Davis

State Farm Investment Management Corp.

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About Gregory Paul Davis

Gregory Paul Davis is a financial professional with over 20 years of experience in the financial services industry. Gregory is a Registered Representative and Investment Advisor Representative of State Farm Investment Management Corp. Gregory is currently licensed in California and Arizona. In addition to his role with State Farm Investment Management Corp., Gregory is also the owner of Gregory Davis's Insurance Agency, a State Farm insurance agency that has been in operation since 2002. Gregory has a comprehensive understanding of the financial needs of individuals and families, and he provides a wide range of financial services including investment management, insurance, and financial planning. Gregory's expertise and experience make him a valuable resource for anyone seeking to achieve their financial goals.

Firm Information

Gregory Davis 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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Gregory Davis’s Registration & Firm History

CA

07/30/2018 - Present

State Farm Investment Management Corp. (Orange CA)

IL

05/21/1998 - 04/11/2000

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 10/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Paul Davis.
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