David
Shelby

State Farm Investment Management Corp

CRD#7517819
Investment Advisor
in Cordova, TN

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About this Advisor

David Shelby is a financial advisor based in Cordova, Tennessee, working with State Farm Investment Management Corp. David has previously held positions at Trey Clemens Insurance Agency, Community Bank Of Mississippi, Harding University, Harding Academy, State Farm Vp Management Corp, State Farm Investment Management Corp, State Farm Insurance, and Brayden Shelby Insurance Agency. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas, Mississippi, and Tennessee. Currently, David is part of State Farm Investment Management Corp, which operates out of Cordova, Tennessee. 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 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

981 Cordova Station Avenue
Cordova, TN 38018

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

TN Average: 44
Total Number of Accounts

4

TN Average: 2,564
Average Account Size

$2,541,134,043

TN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

David Shelby Work History

2023 - Present (2 years)

Brayden Shelby Insurance Agency

2022 - Present (3 years)

State Farm Vp Management Corp

2022 - Present (3 years)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

State Farm Vp Management Corp

2022 - 2023 (1 year)

State Farm Insurance

2020 - 2022 (2 years)

Trey Clemens Insurance Agency

2019 - 2020 (1 year)

Community Bank Of Mississippi

2014 - 2018 (4 years)

Harding University

2010 - 2014 (4 years)

Harding Academy

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Disclosures

Please visit the SEC profile of David Shelby 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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