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William Allen Davis

State Farm Investment Management Corp.

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About William Allen Davis

William Davis is a financial professional with over 15 years of experience in the financial services industry. William is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Prior to joining State Farm Investment Management Corp., William worked for State Farm VP Management Corp., also in Las Vegas. William holds the Series 6, Series 63, and SIE licenses. William is also a Chartered Financial Consultant. William specializes in providing investment advisory services to individuals and investment companies. William's practice is focused on providing financial advice and portfolio management services to clients in Nevada, Arizona, California and Utah.

Firm Information

William Davis 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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William Davis’s Registration & Firm History

NV

03/20/2023 - Present

State Farm Investment Management Corp. (Las Vegas NV)

NV

12/07/2015 - 09/17/2020

STATE FARM VP MANAGEMENT CORP. (Henderson NV)

NV

03/07/2006 - 12/11/2014

STATE FARM VP MANAGEMENT CORP. (HENDERSON NV)

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Licenses & Designations

BC

Issued 03/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Allen Davis.
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