Dalton
Cunningham
State Farm Investment Management Corp
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About this Advisor
Dalton Cunningham is a financial advisor based in Matthews, North Carolina, working with State Farm Investment Management Corp. Dalton has previously held positions at Joe Pomykacz Insurance Agency, Jason Thompson Insurance Agency, Bank Of America, Dashlane, Sageworks, State Farm Vp Management Corp, Naylor Association Solutions LLC, State Farm Investment Management Corp, State Farm Insurance, and Dalton Cunningham Insurance Agency. Dalton has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Dalton is part of State Farm Investment Management Corp, which operates out of Matthews, North Carolina. The firm has 17 offices and 150 employees. The firm manages assets totaling $11.3 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at State Farm Investment Management Corp is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$11,294,815,444
150
38
$297,231,985
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Dalton Cunningham Work History
State Farm Investment Management Corp
State Farm Vp Management Corp
Dalton Cunningham Insurance Agency
State Farm Investment Management Corp
State Farm Vp Management Corp
State Farm Insurance
Joe Pomykacz Insurance Agency
State Farm Vp Management Corp
State Farm Investment Management Corp
Jason Thompson Insurance Agency
Bank Of America
Naylor Association Solutions LLC
Dashlane
Sageworks
Disclosures
Please visit the SEC profile of Dalton Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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