Sara
Stevenson

State Farm Investment Management Corp

CRD#6495929
Investment Advisor
in Hollywood, FL

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About this Advisor

Sara Stevenson is a financial advisor based in Hollywood, Florida, working with State Farm Investment Management Corp. Sara has previously held positions at State Farm Insurance, State Farm Vp Management Corp, Sara Stevenson Insurance Agency, and State Farm Investment Management Corp. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Sara is part of State Farm Investment Management Corp, which operates out of Hollywood, 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 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

6760 Taft St
Hollywood, FL 33024-3903

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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

Sara Stevenson Work History

2021 - Present (3 years)

Sara Stevenson Insurance Agency

2021 - Present (3 years)

State Farm Investment Management Corp

2021 - Present (3 years)

State Farm Vp Management Corp

2021 - 2021 (< 1 year)

State Farm Vp Management Corp

2021 - 2021 (< 1 year)

State Farm Investment Management Corp

2021 - 2021 (< 1 year)

State Farm Insurance

2019 - 2019 (< 1 year)

State Farm Investment Management Corp

2019 - 2021 (2 years)

State Farm Insurance

2019 - 2021 (2 years)

State Farm Vp Management Corp

2019 - 2021 (2 years)

State Farm Investment Management Corp

2016 - 2019 (3 years)

State Farm Vp Management Corp

2016 - 2019 (3 years)

Sara Stevenson Insurance Agency

2015 - 2016 (1 year)

State Farm Insurance

2015 - 2016 (1 year)

State Farm Vp Management Corp

2015 - 2015 (< 1 year)

State Farm Insurance

2014 - 2015 (1 year)

State Farm Insurance

Disclosures

Please visit the SEC profile of Sara Stevenson 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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