Tori
Dacosta

State Farm Investment Management Corp

CRD#6601116
Investment Advisor
in Kannapolis, NC

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About this Advisor

Tori Dacosta is a financial advisor based in Kannapolis, North Carolina. Currently an advisor at State Farm Investment Management Corp, they have gathered 12 years of professional experience. Dacosta holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Dacosta is able to work with customers in North Carolina. Over the course of their career, Dacosta has held roles at Ballantine Insurance & Financial Services Inc, State Farm Vp Management Corp, Homemaker, Tori Dacosta Dba T.D. Training, Cabarrus County Active Living, Self Employed Independent Fitness Instructor, State Farm Insurance, Tori Dacosta Insurance Agency and State Farm Investment Management Corp. State Farm Investment Management Corp is located in Kannapolis, North Carolina. In total, State Farm Investment Management Corp manages $9 billion in assets 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 financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 4 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. State Farm Investment Management Corp offers portfolio management for investment companies. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Kannapolis, NC

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

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

90

NC Average: 44
Total Number of Accounts

4

NC Average: 2,564
Average Account Size

$2,212,536,226

NC Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Tori Dacosta Work History

Tori has 12 years of experience.

2019 - Present (2 years)

State Farm Investment Management Corp

2019 - Present (2 years)

State Farm Vp Management Corp

2019 - Present (2 years)

State Farm Insurance

2018 - 2019 (1 year)

State Farm Vp Management Corp

2018 - 2019 (1 year)

State Farm Investment Management Corp

2017 - 2017 (< 1 year)

State Farm Insurance

2017 - 2019 (2 years)

Tori Dacosta Insurance Agency

2016 - 2016 (< 1 year)

State Farm Vp Management Corp

2014 - 2017 (3 years)

Ballantine Insurance & Financial Services Inc

2013 - 2014 (1 year)

Homemaker

2012 - 2013 (1 year)

Tori Dacosta Dba T.D. Training

2009 - 2013 (4 years)

Cabarrus County Active Living

2008 - 2013 (5 years)

Self Employed Independent Fitness Instructor

Disclosures

Tori Dacosta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Jonathan Yu
Columbus, OH
Josephine Patton
Diamond Bar, CA
Richard Baldiviez
Santa Barbara, CA
Kent Rouse
Lake Villa, IL
Stephanie May
Cabot, AR
Daniel Martinez
Saint Petersburg, FL
Adam Hage
Crete, IL
Megan Thompson
Monterey, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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