Raymond James Financial Services Advisors
43yrs
Top advisor by experience in Vicksburg
26yrs
Donna Halford
Full name on record: Donna Heern Halford
Financial advisor at State Farm Investment Management
Donna Halford has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Vicksburg, Mississippi. Donna joined State Farm Investment Management in 2018, a firm offering investment management. The firm is paid through a percentage of assets.
One of 10 advisors with offices in Vicksburg, and one of 9 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 13% by experience at State Farm Investment Management
Office2839 Clay St, Vicksburg, MS 39183
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
Contact Donna
Local office(601) 636-2217Ask for Donna. (800) 447-0740Main office · Bloomington, IL 2839 Clay StVicksburg, MS 39183Office · Get directions
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Questions to ask Donna
Tailored to Donna’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
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About Donna
How do I contact Donna?
Call Donna’s local office at (601) 636-2217 or the State Farm Investment Management main office at (800) 447-0740, and ask for Donna Halford.
How long has Donna been a financial advisor?
Donna has been in the industry since 2000, about 26 years. Top 13% by experience at State Farm Investment Management.
What licenses does Donna hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Donna a fiduciary?
Donna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Donna paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Donna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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