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Luann Elizabeth Davison

State Farm Investment Management Corp.

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About Luann Elizabeth Davison

Luann Davison is an investment advisor representative with State Farm Investment Management Corp. based in Hermiston, OR. Luann has been in the financial services industry since August 2005. Luann is registered with the states of Oregon and Washington. Luann specializes in investment advisory services for individuals and investment companies. In addition to her role with State Farm Investment Management Corp, Luann also owns and operates LuAnn Davison's Insurance Agency.

Firm Information

Luann Davison 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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Luann Davison’s Registration & Firm History

OR

05/11/2023 - Present

State Farm Investment Management Corp. (Hermiston OR)

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Licenses & Designations

IA

Issued 05/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luann Elizabeth Davison.
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