Mark J Toney
Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
6 statesRegistered 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
13 years in the industry.
- State Farm Investment Management Corp.Jul 2026 to now
- Lee Hudson Insurance AgencyJul 2026 to now
- State Farm Vp Management CorpJul 2026 to now
- Taylor Shepherd Insurance AgencyJul 2026 to now
- UnemployedJan 2026 to Jun 2026
- Raymond James Financial Services Advisors Inc.Jan 2024 to Dec 2025
- Raymond James Financial Services Inc.Jan 2024 to Dec 2025
- Raymond James & Associates, Inc.Jan 2020 to Dec 2025
- Bank of America N.A.Mar 2014 to Jan 2020
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedSep 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 6 states (MD, NC, OH, PA, VA, WV).
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
- 6144972
- Firm CRD
- 3487