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Vali Jean Devries

State Farm Investment Management Corp.

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About Vali Jean Devries

Vali DeVries is a financial advisor with over 24 years of experience in the financial services industry. Vali is currently registered with State Farm Investment Management Corp. Vali is a licensed agent in California and Arizona. Vali holds Series 6, 63, and 65 securities licenses and a SIE. Vali has a comprehensive understanding of investment products and services, including variable contracts, mutual funds, and ETFs. Vali provides investment advice to individuals, families, and businesses. Vali is committed to providing clients with personalized financial advice that meets their specific needs and goals. Vali's financial services practice is an extension of a long-standing insurance agency in Long Beach, California. Vali also serves clients in Nevada and Oregon.

Firm Information

Vali Devries 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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Vali Devries’s Registration & Firm History

CA

05/28/2023 - Present

State Farm Investment Management Corp. (Long Beach CA)

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Licenses & Designations

IA

Issued 04/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vali Jean Devries.
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