Raymond Matthew Willoughby

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

• 04/2007 → Present
  State Farm Vp Management Corp.
  Norristown, PA
• 01/2008 → Present
  Ray Willoughby Insurance Agency
  Norristown, PA
• 11/2018 → Present
  State Farm Investment Management Corp
  Norristown, PA

Previous Registrations

• 2006-02-07 → 2006-09-26
  Financial Planning Solutions, Inc.
  Media, PA
• 2004-11-23 → 2006-02-14
  Charles Schwab & Co., Inc.
  Wilmington, DE

Other Businesses

1) WILLOUGHBY ENTERPRISES INC DBA FREE UNIFORM QUOTES.COM; 92% PARTNER; 1/2/2013; 508 BONSALL ROAD, RIDLEY PARK PA 19078; WE BRING TEAM DEALER COMPANIES LOOKING TO SELL THEIR PRODUCTS TO COACHES AND ATHLETIC DIRECTORS LOOKING TO MAKE A PURCHASE; OVERSEE THE SITE; 10 HR/MO; 0 HR/MO; NOT INVESTMENT RELATED; CONTROL OF CHECKBOOK. 2) LuckyTwilight.com; non-investment-related; 580 Bonsall Road Ridley Park PA 19078; Ecommerce solution for the uniform industry. Nothing changed except I changed the name; Owner and president; 05/16/2023; 2;0; 3) Raymond Willoughby's Insurance Agency; Insurance Agency; Investment-related; 3108 Ridge Pike Norristown, PA 19403-1669; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2008; 80; 80; Service customers and supervise employees

Exams

• S66 Uniform Combined State Law Examination
  2004-11-19
• S63 Uniform Securities Agent State Law Examination
  1998-09-01

Designations

• Chartered Financial Consultant

Other Names

• Ray Willoughby