LPL Financial
36yrs
Top advisor by experience in Paris
26yrs
Terry Lee Elston
Financial advisor at State Farm Investment Management
At a glance
Experience26 years (since 2000)
How that compares ?Top 13% by experience at State Farm Investment Management
OfficeParis, IL
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Questions to ask Terry
Tailored to Terry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terry
How do I contact Terry?
Call State Farm Investment Management at 800-447-0740 and ask for Terry Lee Elston. Terry works from the Paris, IL office.
How long has Terry been a financial advisor?
Terry has been in the industry since 2000, about 26 years. Top 13% by experience at State Farm Investment Management.
What licenses does Terry hold?
Series 63. Tap any license on this page to see what it allows.
Is Terry a fiduciary?
Terry is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Terry paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Terry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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