Charles Howard Stephens

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

• 03/2020 → 03/2026
  Parker Smith's Insurance Agency
  Anderson, SC
• 03/2020 → 03/2026
  Parker Smith's Insurance Agency
  Greenville, SC
• 07/2025 → Present
  State Farm Vp Management Corp
  Anderson, SC
• 07/2025 → 03/2026
  State Farm Vp Management Corp
  Greenville, SC
• 08/2017 → 03/2020
  Anderson University - Guest Services
  Anderson, SC
• 06/2013 → 08/2017
  Easley Recreation Department
  Easley, SC
• 02/2026 → Present
  State Farm Investment Management Corp
  Anderson, SC
• 02/2026 → 03/2026
  State Farm Investment Management Corp
  Greenville, SC
• 03/2026 → 08/2026
  State Farm Insurance
  Anderson, SC
• 08/2026 → Present
  Chase Stephens' Insurance Agency
  Anderson, SC

Other Businesses

1) Chase Stephens' Insurance Agency; Investment-related; 309 E Greenville St # A Anderson, SC 29621; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2026; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-23
• S63 Uniform Securities Agent State Law Examination
  2025-08-21

Other Names

• Charles Howard Stephens