Marsha Helen Slater

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

• 01/1998 → Present
  State Farm Vp Management Corp.
  Barboursville, WV
• 07/1981 → Present
  Marsha Slater Insurance Agency
  Barboursville, WV
• 07/2009 → 03/2017
  State Farm Investment Management Corp.
  Barboursville, WV
• 08/2018 → Present
  State Farm Investment Management Corp
  Barboursville, WV

Previous Registrations

• 2009-07-24 → 2017-04-04
  State Farm Investment Management Corp.
  Barboursville, WV
• 2004-08-11 → 2008-12-31
  State Farm Investment Management Corp.
  Barboursville, WV

Other Businesses

1) Marsha Slater's Insurance Agency; Insurance Agency; Investment-related; 6367 Route 60 East Barboursville, WV 25504; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/1979; 80; 80; Service customers and supervise employees 2) Marshall University Lewis College of Business Advisory Board; non-investment-related; One John Marshall Dr Huntington, WV 25755; Board Member; 06/15/2021; 1;1;The main purpose of the advisory board is for faculty to learn from our board members, many are business professionals, their perspectives as how we can make our curriculum more relevant, so we can continuously improve our student's learning at Marshall. We also would like our board members to help students to find internships, experiential learning opportunities, etc., and to speak to our students as a guest speaker. We usually have board meeting twice a year, or once every semester. 3) Slater Mobilehome Court; investment-related; 100 Martin Dr Barboursville, WV 25504; Investment or Commercial Property; Owner; none; 8/1/1984; 4; 1; Duties: Personally Held Real Estate: Rental of 17 trailer lots (land only) 4) Marsha Slater - Property #1 (personally Held Real Estate); investment-related; 98 Martin Dr Barboursville, WV 25504; Investment or Commercial Property; Owner; none; 8/1/1984; 4; 2; Duties: Personally Held Real Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-12

Designations

• Chartered Financial Consultant