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Stephen Grant Evans

State Farm Investment Management Corp.

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About Stephen Grant Evans

Stephen Grant Evans is a financial advisor with State Farm Investment Management Corp. Stephen is registered with the state of Alabama. Stephen has been in the industry for over 2 years and has a wide range of experience. Stephen holds a Series 65 and Series 63 license as well as a Series 6TO and SIE license. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Alabama Securities Commission. Stephen provides investment advice to individuals and investment companies and has a strong commitment to providing personalized financial solutions.

Firm Information

Stephen Evans 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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Stephen Evans’s Registration & Firm History

AL

02/15/2023 - Present

State Farm Investment Management Corp. (Moundville AL)

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Licenses & Designations

IA

Issued 09/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2022

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

BC

Issued 10/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Grant Evans.
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