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Samuel Mabry Mcmillin

Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.9BFirm assets

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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

11 years in the industry.

  1. Sam Mcmillin's Insurance AgencyNov 2025 to now
  2. State Farm Investment Management Corp.Jun 2025 to now
  3. State Farm Vp Management CorpJul 2024 to now
  4. State Farm InsuranceJun 2025 to Nov 2025
  5. Wes Harris Insurance AgencyMay 2024 to Jun 2025
  6. Jay Walker Insurance AgencyMay 2022 to Jun 2025
  7. Union UniversityMay 2014 to May 2022

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7956262
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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