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Virginia Chan

State Farm Investment Management Corp.

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About Virginia Chan

Virginia Chan is an investment advisor representative with State Farm Investment Management Corp., based in New York, NY. Virginia has been in the industry since October 2013 and holds both Series 6 and 63 licenses as well as the SIE, Series 65 and Series 6TO exams. She has a wide range of experience in the financial services industry, and is dedicated to providing clients with personalized financial advice and guidance. Virginia is also an insurance agent with State Farm, so she can help clients with their insurance needs as well.

Firm Information

Virginia Chan 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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Virginia Chan’s Registration & Firm History

NY

06/16/2023 - Present

State Farm Investment Management Corp. (New York NY)

IL

08/27/2018 - 04/21/2020

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

03/03/2015 - 09/21/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 06/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2022

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Virginia Chan. Review regulatory record here.
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