linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Ngoc Trinh

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Ngoc Trinh

Kelly Ngoc Trinh is a registered representative with State Farm Investment Management Corp. Kelly has been working in the financial services industry since April 2011. Kelly is licensed in Texas. Kelly has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Kelly is also the owner of Kelly Trinh's Insurance Agency. Kelly's firm manages over 10 billion dollars in assets. Kelly has passed the Series 63 and the Series 65 exams. Kelly specializes in financial planning and portfolio management for individuals and investment companies.

Firm Information

Kelly Trinh 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Trinh’s Registration & Firm History

TX

10/18/2024 - Present

State Farm Investment Management Corp. (Houston TX)

Not sure if Kelly Ngoc Trinh is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ngoc Trinh.
Not sure if Kelly Ngoc Trinh is right for you?