Kory Arvin, financial advisor Monticello IN

Kory Arvin

CRD Number: 5788738
Current Firm: State Farm Investment Management Corp.

Kory Arvin (CRD# 5788738) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monticello, IN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Monticello, IN Mar 2023 - Current 1
Kory Arvin Insurance Agency Monticello, IN Jan 2011 - Current 13
State Farm Vp Management Corp. Monticello, IN Jan 2011 - Current 13
State Farm Investment Management Corp Monticello, IN Sep 2018 - Jun 2019 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
S63 Uniform Securities State Law Examination Jun 2010
Contact Info for Kory M. Arvin
Phone Number: 800-447-0740
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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