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Overton Martin Ray

State Farm Investment Management Corp.

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About Overton Martin Ray

Overton Martin Ray is a registered investment advisor representative with State Farm Investment Management Corp. based in Houston, TX. Overton has been in the industry since 2024. Overton has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). They have also passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Overton is registered with the state of Texas as a broker-dealer. They are actively involved with the firm's advisory services, including portfolio management for individuals and investment companies.

Firm Information

Overton Ray 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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Overton Ray’s Registration & Firm History

TX

10/01/2024 - Present

State Farm Investment Management Corp. (Houston TX)

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Licenses & Designations

IA

Issued 08/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/28/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Overton Martin Ray.
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