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ChFC

Scott Cameron

State Farm Investment Management CORP.
28 Years of Experience
Ocala, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Scott Cameron is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Ocala, FL, with 28 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

119 Marion Oaks Blvd, Ste F, Ocala, FL, 34473-2200

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History

Regulatory History (1)
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Regulatory
March 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott owns SKAB Properties LLC, a rental condo unit, and 5355 College Road, LLC, a retail property. Scott also owns Scott Cameron's Insurance Agency, an insurance agency affiliated with State Farm, taking about half of his time to service customers and supervise employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2018 - Present · 8 yrs 1 mo
State Farm Vp Management CORP.
April 1998 - Present · 28 yrs 6 mos
State Farm Vp Management CORP.Broker
April 1998 - Present · 28 yrs 6 mos
Previous Registrations
State Farm Investment Management CORP.
November 2012 - March 2017 · 4 yrs 4 mos
State Farm Investment Management CORP.
November 2003 - December 2008 · 5 yrs 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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