linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Lavoy Wallace

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Lavoy Wallace

Thomas Lavoy Wallace is an investment advisor representative with State Farm Investment Management Corp. Thomas has been in the industry for over 2 years, and is registered in Texas for both securities and investment advisory services. Thomas has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service. Thomas is also a registered representative of State Farm Investment Management Corp. As a registered representative, Thomas is able to offer a wide range of financial products and services, including mutual funds, variable annuities, and life insurance. Thomas is dedicated to helping his clients achieve their financial goals.

Firm Information

Thomas Wallace 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Wallace’s Registration & Firm History

TX

08/01/2024 - Present

State Farm Investment Management Corp. (San Antonio TX)

Not sure if Thomas Lavoy Wallace is right for you?

Licenses & Designations

IA

Issued 07/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2024

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

BC

Issued 12/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lavoy Wallace.
Not sure if Thomas Lavoy Wallace is right for you?