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Candace Channell Daniel

State Farm Investment Management Corp.

Shoal Creek, AL

CRD 5123957

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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
AL RA APPROVED 2019-09-17
  • AL RA
    APPROVED
    Since 2019-09-17

Branch Locations

Shoal Creek, AL • 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. Birmingham AL 03/2013 05/2019
State Farm Insurance Birmingham AL 03/2013 05/2019
State Farm Insurance Shoal Creek AL 05/2019 Present
State Farm Vp Management Corp. Shoal Creek AL 05/2019 Present
State Farm Investment Management Corp. Shoal Creek AL 09/2019 Present
  • 03/2013 → 05/2019
    State Farm Vp Management Corp.
    Birmingham, AL
  • 03/2013 → 05/2019
    State Farm Insurance
    Birmingham, AL
  • 05/2019 → Present
    State Farm Insurance
    Shoal Creek, AL
  • 05/2019 → Present
    State Farm Vp Management Corp.
    Shoal Creek, AL
  • 09/2019 → Present
    State Farm Investment Management Corp.
    Shoal Creek, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-18
  • S63 Uniform Securities Agent State Law Examination
    2006-07-18
Designations
  • Chartered Financial Consultant
Other Names
  • Candace Channell Daniel
  • Candace Victoria Channell

View on SEC IAPD

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