linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tori Sherille Dacosta

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 Tori? Claim Your Profile

About Tori Sherille Dacosta

Tori Sherille Dacosta is a registered investment advisor representative with State Farm Investment Management Corp. Tori has been in the industry since November 2017 and is licensed in North Carolina. Tori is also a registered representative with State Farm VP Management Corp. Tori holds Series 6, 63, and 65 licenses, and the SIE exam. Tori has a background in insurance and financial services and has worked with State Farm for many years. Tori is committed to providing her clients with personalized financial advice and guidance. Tori is available to discuss your financial needs and help you develop a plan to reach your goals.

Firm Information

Tori Dacosta 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.

Tori Dacosta’s Registration & Firm History

NC

12/21/2018 - Present

State Farm Investment Management Corp. (Kannapolis NC)

IL

02/06/2016 - 08/29/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Tori Sherille Dacosta is right for you?

Licenses & Designations

IA

Issued 12/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tori Sherille Dacosta.
Not sure if Tori Sherille Dacosta is right for you?