Manuel
Lopez

State Farm Investment Management Corp

CRD#7179335
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Manuel Lopez is a financial advisor based in Fort Lauderdale, Florida, working with State Farm Investment Management Corp. Manuel has previously held positions at Axa Advisors, LLC, Financial Elements, Ce North America, Vertical De Aviacion, Equitable Advisors, LLC, Mutual Of America, Fidelity Investments, Clear LLC, Jessica Alvarez Insurance Agency, State Farm Vp Management Corp, State Farm Investment Management Corp, and Janet Romero Insurance Agency. Manuel has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Manuel is part of State Farm Investment Management Corp, which operates out of Fort Lauderdale, Florida. 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 66

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

10161 W Commercial Blvd
Fort Lauderdale, FL 33351

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

FL Average: 44
Total Number of Accounts

4

FL Average: 2,564
Average Account Size

$2,541,134,043

FL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Manuel Lopez Work History

2024 - Present (0 year)

Jessica Alvarez Insurance Agency

2024 - Present (0 year)

State Farm Vp Management Corp

2024 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (0 year)

Janet Romero Insurance Agency

2023 - Present (1 year)

Clear LLC

2021 - 2021 (< 1 year)

Mutual Of America

2021 - 2023 (2 years)

Fidelity Investments

2020 - 2020 (< 1 year)

Axa Advisors, LLC

2020 - 2021 (1 year)

Equitable Advisors, LLC

2017 - 2021 (4 years)

Financial Elements

2015 - 2017 (2 years)

Ce North America

2010 - 2014 (4 years)

Vertical De Aviacion

Disclosures

Please visit the SEC profile of Manuel Lopez 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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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