Charlotte Baumgardner Potts

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → Present
  Charlotte Potts Insurance Agency
  North Little Rock, AR
• 08/2013 → Present
  State Farm Vp Management Corp.
  North Little Rock, AR
• 12/2021 → Present
  Charlotte Potts Insurance Agency
  Little Rock, AR
• 12/2021 → Present
  State Farm Vp Management Corp
  Little Rock, AR
• 01/2025 → Present
  State Farm Investment Management Corp
  Little Rock, AR
• 01/2025 → Present
  State Farm Investment Management Corp
  North Little Rock, AR

Other Businesses

1) Charlotte Potts's Insurance Agency; Insurance Agency; Investment-related; 707 Main St N Little Rock, AR 72114-4619; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees 2) Futurecorp Investments, Inc, Commercial or investment property , 238 LAKE VALLEY DR MAUMELLE AR 72113; Vice President - owner; PROPERTY ACQUISITION IN THE FUTURE Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account I WILL BE VICE PRESIDENT IF PERMISSION GRANTED. PROPERTY ACQUISITION WILL BE MY ROLE. 3) Sunset Escapes, Llc; Commercial or investment property ; 238 LAKE VALLEY DR MAUMELLE AR 72113 5016906009; Owner - president, MY HUSBAND AND I ARE GOING TO FORM A CORPORATION TO PURCHASE A REAL ESTATE INVESTMENT PROPERTY. NAME OF BUSINESS TO BE DETERMINED PER ACCEPTANCE OF THE SECY OF STATE OF ARKANASAS. PROPOSED NAME...SUNSET VIEW PROPERTIES, LLC. I WILL BE PRESIDENT, MY HUSBAND WILL BE VICE PRESIDENT IF ALLOWED Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-27
• S63 Uniform Securities Agent State Law Examination
  2013-02-22

Other Names

• Charlotte Camile Baumgardner