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Merritt Ray Vaughn

State Farm Investment Management Corp.

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About Merritt Ray Vaughn

Merritt Vaughn is a financial advisor with over 15 years of experience in the industry. Merritt is currently registered with State Farm Investment Management Corp. in Texas. Merritt is a Registered Representative and Investment Adviser Representative, and holds Series 6, Series 22, Series 63, and Series 65 licenses. Merritt has been with State Farm for over 15 years and has experience in providing financial advice to individuals and investment companies. Merritt is committed to providing clients with personalized financial advice that meets their individual needs.

Firm Information

Merritt Vaughn 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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Merritt Vaughn’s Registration & Firm History

TX

08/04/2023 - Present

State Farm Investment Management Corp. (Amarillo TX)

NA

06/03/1996 - 09/05/1997

MID-CONTINENT FINANCIAL, INC.

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Licenses & Designations

IA

Issued 07/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/01/1996

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Merritt Ray Vaughn. Review regulatory record here.
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