David
Perkins

State Farm Investment Management Corp

CRD#5780737
Investment Advisor
in Madison, AL

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About this Advisor

David Perkins is an advisor based in Madison, Alabama. Currently an investment advisor with State Farm Investment Management Corp, they have gathered 13 years of experience in the financial advisory industry. Perkins holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Perkins is able to work with investors in Alabama. Throughout their career, Perkins has worked at Bill Frehse Insurance Agency, State Farm Vp Management Corp, State Farm Insurance, David Perkins Insurance Agency and State Farm Investment Management Corp. State Farm Investment Management Corp is headquartered in Madison, Alabama. Overall, State Farm Investment Management Corp oversees $9 billion in assets dispersed across four client accounts and employs more than 90 people. The level of assets currently under the firm's management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 4 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. State Farm Investment Management Corp provides portfolio management for investment companies. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

12906 Oliver Lane
Madison, AL 35756

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

AL Average: $6,674,516,078
Total Number of Employees

90

AL Average: 44
Total Number of Accounts

4

AL Average: 2,564
Average Account Size

$2,212,536,226

AL Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

David Perkins Work History

David has 13 years of experience.

2019 - Present (2 years)

David Perkins Insurance Agency

2019 - Present (2 years)

State Farm Vp Management Corp

2018 - Present (3 years)

State Farm Investment Management Corp

2011 - Present (10 years)

David Perkins Insurance Agency

2011 - Present (10 years)

State Farm Vp Management Corp

2011 - 2011 (< 1 year)

State Farm Insurance

2011 - 2011 (< 1 year)

State Farm Vp Management Corp

2010 - 2010 (< 1 year)

State Farm Vp Management Corp

2010 - 2011 (1 year)

State Farm Vp Management Corp

2007 - 2011 (4 years)

Bill Frehse Insurance Agency

Disclosures

David Perkins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Lori Pons
Panama City, FL
Eric Schweiss
Farmington, MO
Natalie Tusing
Rockville, MD
Walter Greenhowe
Pikesville, MD
Kimberly Lee
Appleton, WI
Bindu Verma
Princeton, NJ
Terence Madsen
Cape Girardeau, MO
Daniel Cavin
West Palm Beach, FL

This content was compiled from the SEC and FINRA.

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