EL
Emily G. Longueira
STATE FARM INVESTMENT MANAGEMENT
Corp Christi,, TX 78411-4756
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CRD#: 3016541
EL
Professional summary
Emily Gail Longueira is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Corp Christi,, Texas and STATE FARM VP MANAGEMENT CORP. located in Corp Christi,, Texas.
Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Emily has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) CUATRO PROPERTIES. OFFICER. 50% OWNERSHIP. LOCATED AT 4918 HOLLY ROAD STE A-1, CORPUS CHRISTI, TX 78411. Investment or Commercial Property; MY HUSBAND AND I OWN OUR OFFICE LOCATION PERSONALLY UNDER OUR NAMES. WE RENT SPACE TO BUSINESS TENANTS AND COLLECT THE RENT THROUGH A CORPORATION AS ADVISED BY OUR ATTORNEY. I AM PRESIDENT OF THE CORPORATION SINCE THE TENANTS DROP THE RENT OFF TO ME. DUTIES INCLUDE COLLECT THE RENT. DEPOSIT IT IN THE BANK AND PAY THE PAYMENT. DEVOTES 4 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. INVESTMENTS RELATED. 2) Rick and Emily Longueira, investment-related, 16441 FM 624 Robstown TX 78380, Investment or Commercial Property; Farming cotton and milo, 03-15-2018 - 50% owner, we bought a 50-acre place behind our house, and we are going to grow cotton and milo on it. This year it will be milo. Next year cotton. We expect to net between 5-20 thousand per year after our expenses. I only handle the money part, my husband will be doing the tractor and combine driving. , 5, 0, Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account. 3) Rotary Club Of Christi; 921 N Furman St. #210 Corpus Christi TX 78401; Membership/Civic/Fraternal Organization; Service organization working in the community. Encourages the idea of service as a worthy enterprise. ; Board Member; 09/15/2020; 5;0;Make presentations during my club's Rotary Meetings to encourage participation in Rotary International projects, make contributions to Rotary Foundation and our local club endowment. Keep members aware of the projects at large, educate on the impacts of the projects, schedule dates to present at meetings. So present, educate and make aware. I will not be taking or distributing money. Only creating awareness. 4) Emily Longueira's Insurance Agency; Insurance Agency; Investment-related; 4918 Holly Rd Ste A1 Corp Christi, TX 78411-4756; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1999; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view Emily Gail Longueira'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
June 15, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4918 Holly Rd Ste A1, Corp Christi,, TX 78411-4756RIA
CRD#: 3487
Corp Christi,, TX
Current
June 5, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 4918 Holly Rd Ste A1, Corp Christi,, TX 78411-4756BD
CRD#: 43036
Corp Christi,, TX
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
Texas(2/27/2001)
IAR
Texas(6/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Corp Christi,, TX 78411-4756TRUST BUT VERIFY
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