Thomas Davis, financial advisor Oxford MS
96 score

Thomas Davis

CRD Number: 3032985
Current Firm: State Farm Investment Management Corp.

Thomas Davis (CRD# 3032985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oxford, MS and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Oxford, MS Jul 2009 - Current 7
State Farm Vp Management Corp. Oxford, MS Feb 1998 - Current 18
Thomas Davis Insurance Agency Oxford, MS Jan 1980 - Current 36
Nan Davis Properties, LLC Oxford, MS Jun 1996 - Nov 2012 16
State Farm Investment Management Corp Oxford, MS Mar 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Thomas R. Davis
Phone Number: 800-447-0740
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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