Vicky
Chen

State Farm Investment Management Corp

CRD#4616114
Investment Advisor
in Diamond Bar, CA

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About this Advisor

Vicky Chen is a financial advisor based in Diamond Bar, California, working with State Farm Investment Management Corp. Vicky has previously held positions at Vicky Chen Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Vicky has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, and Nevada. Currently, Vicky is part of State Farm Investment Management Corp, which operates out of Diamond Bar, California. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

21671 Gateway Center Dr Ste 101
Diamond Bar, CA 91765

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

CA Average: 44
Total Number of Accounts

4

CA Average: 2,564
Average Account Size

$2,541,134,043

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Vicky Chen Work History

2023 - Present (1 year)

State Farm Investment Management Corp

2022 - Present (2 years)

State Farm Vp Managment Corp

2007 - Present (17 years)

Vicky Chen Insurance Agency

Disclosures

Please visit the SEC profile of Vicky Chen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

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