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Tracey Lynette Harris

State Farm Investment Management Corp.

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About Tracey Lynette Harris

Tracey Lynette Harris is a financial professional with over 23 years of experience in the financial services industry. Harris is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Delaware, Maryland, New Jersey, Pennsylvania, and Texas. Harris holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Harris is a Chartered Financial Consultant. Harris specializes in providing investment advice to individuals and investment companies. Harris is also a partner in V & T Harris Investments, a real estate investment company. Harris is a trustee and secretary of Alpha Baptist Church. Harris is also the owner and agent of Tracey Harris's Insurance Agency.

Firm Information

Tracey Harris 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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Tracey Harris’s Registration & Firm History

PA

11/21/2023 - Present

State Farm Investment Management Corp. (Bristol PA)

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Licenses & Designations

BC

Issued 07/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracey Lynette Harris.
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