Unclaimed
William McLaughlin is an investment advisor representative with State Farm Investment Management Corp., a firm based in Bloomington, IL. William has been an advisor in the industry since 2024 and holds the Series 63, 65, and 6TO licenses. William’s specialties include portfolio management for individuals and investment companies. William is also a registered insurance agent.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
12/23/2024 - Present
State Farm Investment Management Corp. (Huntsville AR)
IA
Issued 05/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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