AL
Angela R. Lewis
STATE FARM INVESTMENT MANAGEMENT
Ocala, FL 34471
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CRD#: 5029250
AL
Professional summary
Angela Renee Lewis, who also goes by Angie Prince, Angela Rhoads, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Ocala, Florida and STATE FARM VP MANAGEMENT CORP. located in Ocala, Florida.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Angela has worked at 2 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angie Prince | Angela Rhoads
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) Ocala Metro Chamber of Commerce and Economic Development Partnership; investment-related; Watula Ave Ocala FL 34471; Association/Committee/Council; Investment property Building townhouses to sell. Partner business with spouse, owner, 06-01-2018, 50%, profit from the sale of the homes, - my spouse will be doing all the management of the project,0hr/mo. 0hr/ho 2) Reilly Arts Center; non-investment-related; 500 NE 9th Street, Ocala, FL 34470; Non-profit; Board Member, President, Officer; 12/7/2020; 3;1; none. 3) Angela Lewis's Insurance Agency; Insurance Agency; Investment-related; 416 E Fort King St Ocala, FL 34471-2240; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2006; 80; 80; Service customers and supervise employees 4) Community Foundation; Non-investment-related; 324 SE 24th Street Ocala FL 34471; Other; Board Member; None; 02/23/2023; 2; 0; The mission of the Community Foundation for Ocala/Marion County is growing people's passions for powerful purposes. We build a stronger community by Providing financial and leadership frameworks to consistently grow Ocala/Marion County resources. Convening leadership from public/private/nonprofit partners to explore solutions to community issues. 5) Tbd - Investment Property Building Townhouses To Sell. Partner Business; Investment-related; Watula Ave Ocala FL 34471; Investment or Commercial Property; Owner; none; 6/1/2018; 2; 0; Duties 6) The Chairman's Circle Study Group, Inc; non-investment-related; 6333 SW SR 200 Ocala, FL 34476; Membership/Civic/Fraternal Organization; Director; none; 5/20/2024; 2; 0; Committee. 7) Reilly Arts Center; Non-Investment-related; 500 NE 9th Street Ocala, FL 34470; Other; Board Member; 12/07/2020; 2; 0; Non-profit Art and music venue.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Renee Lewis'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
September 18, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 416 E Fort King St, Ocala, FL 34471RIA
CRD#: 3487
Ocala, FL
Current
December 20, 2005 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 416 E Fort King St, Ocala, FL 34471BD
CRD#: 43036
Ocala, FL
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
Florida(12/20/2005)
IAR
Florida(9/18/2023)
Exams
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
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.
