Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Dunn is a financial advisor with State Farm Investment Management Corp. based in BULLARD, TX. Shawn has been in the financial services industry since 2013 and is registered to provide investment advisory services in Texas. Shawn holds the Series 6 and Series 63 licenses, as well as the SIE. Shawn specializes in providing portfolio management services to individuals and investment companies. In addition to his work with State Farm Investment Management Corp., Shawn also owns and operates Shawn Dunn's Insurance Agency, providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
08/01/2022 - Present
State Farm Investment Management Corp. (BULLARD TX)
OK
07/22/2011 - 05/29/2020
STATE FARM VP MANAGEMENT CORP. (TULSA OK)
BC
Issued 07/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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