Alexis Paul Rivera
Investment adviser representative at State Farm Investment Management Corp.
6 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
6 years in the industry.
- Alexis Rivera Insurance AgencyOct 2022 to now
- State Farm Investment Management Corp.May 2022 to now
- State Farm Vp Management CorpMay 2022 to now
- State Farm InsuranceMay 2022 to Oct 2022
- Tenyiah Simmons Insurance AgencyOct 2021 to Apr 2022
- Fidelity InvestmentsJun 2020 to Sep 2021
- UnemployedJan 2020 to Jun 2020
- Fsr Wealth Management, Ltd.Mar 2019 to Dec 2019
- Charles Schwab & Co., Inc.Apr 2018 to Mar 2019
- Charles Schwab BankApr 2018 to Mar 2019
- Jmc Wealth Management, Inc.Jun 2017 to Apr 2018
- LPL Financial, LLCJun 2017 to Apr 2018
- Sequoia Wealth Management, LLCJun 2017 to Apr 2018
- Tiffany & Co.Jun 2017 to Mar 2018
- AXA Advisors, LLCJun 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5189676
- Firm CRD
- 3487