UBS Financial Services
45yrs
Top advisor by experience in Tyler
15yrs
Thomas Perry
Financial advisor at State Farm Investment Management
Thomas Perry has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Tyler, Texas. Thomas has been with State Farm Investment Management since 2026. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 226 advisors with offices in Tyler, and one of 208 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors at State Farm Investment Management
Office2012 W Cumberland Rd Suite 200, Tyler, TX 75703
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
- Sep 2026 – nowState Farm Investment Management Corp.Current firm
Contact Thomas
Local office(903) 592-1000Ask for Thomas. (800) 447-0740Main office · Bloomington, IL 2012 W Cumberland Rd Suite 200Tyler, TX 75703Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (903) 592-1000 or the State Farm Investment Management main office at (800) 447-0740, and ask for Thomas Perry.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2011, about 15 years. More experience than 57% of advisors at State Farm Investment Management.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Thomas 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.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Tyler
Merrill
44yrs
Top 1% by experience in Tyler
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Texas
Thurston Springer Advisors
43yrs
Top 1% by experience in Texas
Lasalle St. Investment Advisors
43yrs
Top 1% by experience in Texas