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Christopher Canady

State Farm Investment Management CORP.
14 Years of Experience
Rocky Mount, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Canady is a registered investment advisor at State Farm Investment Management CORP., based in Rocky Mount, NC, with 14 years of industry experience. Christopher 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

1133 Jeffreys Rd, Rocky Mount, NC, 27804

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher serves on the board of the Halifax Northampton Regional Airport Authority, is an officer and vice president of the Roanoke Rapids Lions Club, and a director for Halifax Horizons. He also owns Chris Canady's Insurance Agency (State Farm) and C.W. Canady Properties, LLC, dedicating about half of his time to the insurance agency and minimal time to the property business.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2024 - Present · 2 yrs 7 mos
State Farm Vp Management CORP.Broker
November 2021 - Present · 4 yrs 11 mos
State Farm Vp Management CORP.
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
April 2010 - November 2019 · 9 yrs 7 mos
State Registrations2 states
NCVA
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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