Deborah Anne George
Financial advisor at State Farm Investment Management Corp. · Mentor, OH
Last updated 2026-10-10
Claim your profileDeborah Anne George is a financial advisor at State Farm Investment Management Corp. in Mentor, OH, CRD 4088747. Licenses and exams on the registration: Series 65. IAPD registration began 2023-05-30.
Registration
- CRD number
- 4088747
- Registration status
- Active
- IAPD registration
- 2023-05-30
- Industry Experience
- 3 years
- Work Experience
- 26 years
- States registered
- OH
Licenses and exams
- Series 65
Work history
- 2000-07 to Present · State Farm Vp Management Corp · Mentor, OH
- 2001-07 to Present · Deborah George Insurance Agency · Mentor, OH
- 2023-05 to Present · State Farm Investment Management Corp · Mentor, OH
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Deborah Anne George is a financial advisor at State Farm Investment Management Corp. in Mentor, OH. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 26 years of reported work history. Reported roles include Deborah George Insurance Agency, State Farm Vp Management Corp.
SEC disclosures list additional business and community activities: 1) Deborah George'S Insurance Agency; Insurance Agency; Investment-Related; 7340 Center St Mentor.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
7340 Center St, Mentor, OH 44060
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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