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Adam Robert Lee

State Farm Investment Management Corp.

Wilmington, NC

CRD 5616764

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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
NC RA APPROVED 2020-09-02
SC RA APPROVED 2020-09-02
  • NC RA
    APPROVED
    Since 2020-09-02
  • SC RA
    APPROVED
    Since 2020-09-02

Branch Locations

Wilmington, NC • 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 V.P. Management Corp. Charlotte NC 05/2018 03/2021
State Farm Insurance Charlotte NC 06/2016 10/2016
Adam Lee Insurance Agency Charlotte NC 11/2016 03/2021
State Farm Vp Management Corp Mount Holly NC 09/2020 03/2021
State Farm Vp Management Corp. Wilmington NC 03/2021 Present
State Farm Investment Management Corp. Wilmington NC 03/2021 Present
State Farm Insurance Wilmington NC 03/2021 Present
  • 05/2018 → 03/2021
    State Farm V.P. Management Corp.
    Charlotte, NC
  • 06/2016 → 10/2016
    State Farm Insurance
    Charlotte, NC
  • 11/2016 → 03/2021
    Adam Lee Insurance Agency
    Charlotte, NC
  • 09/2020 → 03/2021
    State Farm Vp Management Corp
    Mount Holly, NC
  • 03/2021 → Present
    State Farm Vp Management Corp.
    Wilmington, NC
  • 03/2021 → Present
    State Farm Investment Management Corp.
    Wilmington, NC
  • 03/2021 → Present
    State Farm Insurance
    Wilmington, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-23
  • S63 Uniform Securities Agent State Law Examination
    2009-01-23
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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