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Gail Lynn Williams

State Farm Investment Management Corp.

Concord, CA

CRD 4416467

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-30
OR RA APPROVED 2023-06-29
CA RA APPROVED 2023-05-18
  • AZ RA
    APPROVED
    Since 2023-06-30
  • OR RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2023-05-18

Branch Locations

5041 Clayton Road, Concord, CA 94521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Concord CA 12/2001 Present
Gail Williams Insurance Agency Concord CA 01/2004 Present
State Farm Investment Management Corp Concord CA 05/2023 Present
  • 12/2001 → Present
    State Farm Vp Management Corp
    Concord, CA
  • 01/2004 → Present
    Gail Williams Insurance Agency
    Concord, CA
  • 05/2023 → Present
    Concord, CA
Other Businesses

1) Gail Williams's Insurance Agency; Insurance Agency; Investment-related; 5041 Clayton Rd Concord, CA 94521-3006; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/28/2001; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-24
  • S63 Uniform Securities Agent State Law Examination
    2001-08-24
Designations
  • Chartered Financial Consultant
Other Names
  • Gail Lynn French
  • Gail Lynn Dipalma

View on SEC IAPD

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