Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Valley, AL 36854
Credentials
ChFC®, Series 63
Industry experience
21 years
Carol Perdue is a financial advisor at State Farm Investment Management with 21 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, she owns and operates the Carol Perdue Insurance Agency and serves on the board of the Russell County Child Advocacy Center, an organization supporting abused and sexually assaulted children. State Farm Investment Management Corp. provides discretionary investment management through model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, using a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
Tasp, 3210 20th Ave
Valley, AL 36854
Alabama · Georgia
State Farm Investment Management Corp
2025 - Present (1 year)
State Farm Vp Management corp
2025 - Present (1 year)
Carol Perdue Insurance Agency
2025 - Present (1 year)
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm Investment Management
2018 - 2019 (1 year)
Carol Perdue Insurance Agency
2009 - Present (17 years)
State Farm VP management Corp.
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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