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June perlas Lampa McGrew

State Farm Investment Management Corp.

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About June perlas Lampa McGrew

June Perlas Lampa McGrew is an investment advisor representative with State Farm Investment Management Corp. June Perlas Lampa McGrew has been in the industry since November 2003. June Perlas Lampa McGrew is registered with the state of California. June Perlas Lampa McGrew is also a registered representative of State Farm Investment Management Corp. June Perlas Lampa McGrew is associated with the branch office of State Farm Investment Management Corp. in Los Gatos, CA. June Perlas Lampa McGrew has 2 state exams and 2 product exams. The exams include the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). June Perlas Lampa McGrew provides portfolio management for individuals and investment companies.

Firm Information

June perlas McGrew 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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June perlas McGrew’s Registration & Firm History

CA

02/11/2019 - Present

State Farm Investment Management Corp. (LOS GATOS CA)

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Licenses & Designations

IA

Issued 02/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for June perlas Lampa McGrew.
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