CT
Clark M. Turner
STATE FARM INVESTMENT MANAGEMENT
Eatonton, GA 31024
Some features on this profile are disabled
CRD#: 2950941
CT
Professional summary
Clark Mitchell Turner III, who also goes by Clark Mitchell Turner III, Clark M Turner III, Clark M Turner, Clark Mitchell Turner, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Eatonton, Georgia and STATE FARM VP MANAGEMENT CORP. located in Jackson, Georgia.
Clark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Clark has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, Series 52TO, Series 57TO, Series 3, SIE, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clark Mitchell Turner Iii | Clark M Turner Iii | Clark M Turner | Clark Mitchell Turner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Tim Broyles' Insurance Agency; Investment-related; 121 N Jefferson Ave Eatonton, GA 31024 and 34 Oak St Jackson, GA 30233; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/19/2024; 80; 80; Service customers 2) Phillip Bell's Insurance Agency; Investment-related; 943 Thomaston St Barnesville GA 30204 and 1070 Highway 19 N Thomaston GA 30286; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/19/2024; 80; 80; Service customers
CRS (Client Relationship Summary) - RIA
Click below to view Clark Mitchell Turner III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 121 N Jefferson Ave, Eatonton, GA 31024Office #2: 34 Oak St, Jackson, GA 30233-1941Office #3: 943 Thomaston St, Barnesville, GA 30204-1731Office #4: 1070 Highway 19 N, Thomaston, GA 30286RIA
CRD#: 3487
Eatonton, GA
Current
January 7, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 34 Oak St, Jackson, GA 30233-1941Office #2: 943 Thomaston St, Barnesville, GA 30204-1731Office #3: 1070 Highway 19 N, Thomaston, GA 30286BD
CRD#: 43036
Jackson, GA
Past
March 15, 2023 - May 11, 2023
MORGAN STANLEY
BD
CRD#: 149777
Alpharetta, GA
Past
November 25, 2020 - May 11, 2023
HARRISDIRECT LLC
RIA
CRD#: 42159
Alpharetta, GA
Past
October 28, 2020 - May 11, 2023
E*TRADE SECURITIES LLC
BD
CRD#: 29106
ALPHARETTA, GA
Past
March 8, 2011 - August 15, 2019
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
March 25, 2008 - March 9, 2011
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
June 8, 2001 - March 31, 2008
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
July 27, 1999 - June 4, 2001
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
July 14, 1999 - June 4, 2001
COMPULIFE INVESTOR SERVICES, INC.
BD
CRD#: 21543
ST. CLOUD, MN
Past
August 3, 1998 - July 13, 1999
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Past
February 6, 1998 - August 3, 1998
INDEPENDENT FINANCIAL SECURITIES, INC.
BD
CRD#: 19924
Past
January 27, 1998 - July 12, 1999
SOUTHTRUST SECURITIES, LLC
BD
CRD#: 17922
BIRMINGHAM, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/9/2025)
IAR
Alabama(5/9/2025)
RR
Florida(5/9/2025)
IAR
Florida(5/28/2025)
RR
Georgia(1/7/2025)
IAR
Georgia(1/8/2025)
RR
Illinois(5/9/2025)
IAR
Illinois(5/12/2025)
RR
North Carolina(5/9/2025)
IAR
North Carolina(5/12/2025)
RR
South Carolina(5/9/2025)
IAR
South Carolina(5/16/2025)
RR
Tennessee(5/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/7/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/26/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Eatonton, GA 31024TRUST BUT VERIFY
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