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Mark Chavira

Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
2 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

12 years in the industry.

  1. Mark Chavira Insurance AgencyJun 2024 to now
  2. State Farm Investment Management Corp.Nov 2023 to now
  3. State Farm Vp Management CorpNov 2023 to now
  4. State Farm InsuranceNov 2023 to Jun 2024
  5. New York Life Insurance CompanyDec 2022 to Nov 2023
  6. Nylife Securities LLCDec 2022 to Nov 2023
  7. Chavira and AssociatesNov 2019 to Sep 2022
  8. Idea Public SchoolsJul 2017 to Nov 2019
  9. UtepJan 2017 to Aug 2018
  10. Socorro IsdOct 2014 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (NM, TX).

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
7615818
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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