linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margier Lue-dietha White

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 Margier? Claim Your Profile

About Margier Lue-dietha White

Margier White is an active investment advisor representative associated with State Farm Investment Management Corp. Margier White has a strong background in the financial services industry with experience at various firms, including PRUCO SECURITIES CORPORATION and State Farm VP Management Company. Margier White holds the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Margier White is registered with the state of North Carolina and Virginia. Margier White's primary focus is on providing portfolio management for individuals and investment companies.

Firm Information

Margier White 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.

Margier White’s Registration & Firm History

NC

11/23/2022 - Present

State Farm Investment Management Corp. (Henderson NC)

NJ

01/31/1997 - 05/02/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Margier Lue-dietha White is right for you?

Licenses & Designations

IA

Issued 11/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margier Lue-dietha White.
Not sure if Margier Lue-dietha White is right for you?