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Rolando Alfaro

State Farm Investment Management Corp.

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About Rolando Alfaro

Rolando Alfaro is an investment advisor representative at State Farm Investment Management Corp. with 12 years of experience in the financial services industry. Rolando holds Series 6, 7, and 63 securities licenses and is also a Chartered Financial Consultant. Rolando previously worked at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC in Brownsville, TX. Rolando Alfaro also owns and manages a few businesses in addition to his role at State Farm Investment Management Corp.

Firm Information

Rolando Alfaro 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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Rolando Alfaro’s Registration & Firm History

TX

05/19/2021 - Present

State Farm Investment Management Corp. (Corpus Christi TX)

TX

01/03/2011 - 09/18/2012

WELLS FARGO ADVISORS, LLC (BROWNSVILLE TX)

TX

07/30/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (BROWNSVILLE TX)

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Licenses & Designations

IA

Issued 09/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rolando Alfaro.
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