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William Zachary Peavey

State Farm Investment Management Corp.

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About William Zachary Peavey

William Zachary Peavey is a Registered Representative and Investment Advisor Representative at State Farm Investment Management Corp. William has been in the financial services industry for over 2 years. He is registered in Alabama and Mississippi. William is a Series 63, 65 and Series 6TO licensed individual. He is also a licensed SIE individual. William holds a Bachelor of Science degree in Accountancy from the University of Mississippi. William's previous experience includes working as a State Farm agent and an intern for State Farm. William is committed to providing his clients with personalized financial advice and investment strategies. He is dedicated to helping his clients achieve their financial goals.

Firm Information

William Peavey 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 Peavey’s Registration & Firm History

AL

05/12/2023 - Present

State Farm Investment Management Corp. (Florence AL)

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Licenses & Designations

IA

Issued 05/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2023

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

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Zachary Peavey.
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