Chad McMahon, financial advisor Waynesville NC

Chad McMahon

CRD Number: 5645214
Current Firm: State Farm Investment Management Corp.

Chad McMahon (CRD# 5645214) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waynesville, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Waynesville, NC Jul 2023 - Current < 1
Chad Mcmahon Insurance Agency Waynesville, NC Jun 2010 - Current 13
State Farm Vp Management Corp. Waynesville, NC Jun 2010 - Current 13
State Farm Investment Management Corp. Waynesville, NC Aug 2018 - Jun 2019 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2023
S63 Uniform Securities State Law Examination Mar 2009
Contact Info for Chad L. McMahon
Phone Number: 800-447-0740
Registered State(s):
  • NC
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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