Carlos Luis
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Carlos Luis? Claim your profile
Contact this firm
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
10 years in the industry.
- State Farm Investment Management Corp.May 2026 to now
- State Farm Vp Management CorpApr 2026 to now
- Erika Castrillo Insurance AgencyMar 2026 to now
- Carlos Luis Insurance AgencyApr 2023 to now
- Kaufman RossinNov 2022 to Apr 2023
- PricewaterhousecoopersSep 2021 to Nov 2022
- University of MiamiApr 2016 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8245116
- Firm CRD
- 3487