Richard
Martin

State Farm Investment Management Corp

CRD#5794211
Investment Advisor
in Spring, TX

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About this Advisor

Richard Martin is an advisor who lives in Spring, Texas. Currently a registered investment advisor at State Farm Investment Management Corp, they have accrued 10 years of work experience. Martin holds a Series 63 license, qualifying the advisor as a securities broker. Martin is registered to work with clients based out of Texas. Throughout their career, they have worked at State Farm Insurance, State Farm Vp Management Company, Richard Martin Insurance Agency, State Farm Vp Management Corp and State Farm Investment Management Corp. State Farm Investment Management Corp is based out of Spring, Texas. In aggregate, State Farm Investment Management Corp oversees $9 billion in assets covering four client accounts and employs more than 90 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. 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 capital. State Farm Investment Management Corp can offer portfolio management for investment companies. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

7 Switchbud Pl Suite 191C
Spring, TX 77380-3707

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

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

90

TX Average: 44
Total Number of Accounts

4

TX Average: 2,564
Average Account Size

$2,212,536,226

TX Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Richard Martin Work History

Richard has 10 years of experience.

2018 - Present (4 years)

State Farm Vp Management Corp

2018 - Present (4 years)

Richard Martin Insurance Agency

2018 - Present (4 years)

State Farm Investment Management Corp

2017 - 2018 (1 year)

Richard Martin Insurance Agency

2017 - 2018 (1 year)

State Farm Vp Management Corp

2011 - 2018 (7 years)

Richard Martin Insurance Agency

2010 - 2010 (< 1 year)

State Farm Insurance

2010 - 2018 (8 years)

State Farm Vp Management Company

Disclosures

Richard Martin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Kenneth Hinojosa
Friendswood, TX
Jeffrey Zuspann
Wilmington, DE
Julia Johnson
Federal Way, WA
Kurt Sayce
Falls Church, VA
Beau Parenti
Arlington Heights, IL
Michael Tuley
Saint John, IN
Derek Bird
Plattsmouth, NE
Bryan Frey
Newtown Square, PA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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