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Christopher Canady

13 Years of Experience
Rocky Mount, NC
1 DisclosureBrokerSells Insurance

Christopher Canady is a registered investment advisor at State Farm Investment Management CORP., based in Rocky Mount, NC, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1133 Jeffreys Rd, Rocky Mount, NC, 27804

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2019
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 2 mos
State Farm Vp Management CORP.
November 2021 - Present · 4 yrs 6 mos
State Farm Vp Management CORP.Broker
November 2021 - Present · 4 yrs 6 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.
Christopher Canady - Financial Advisor | TrueAdvisor