Centaurus Financial
44yrs
Top advisor by experience in Lexington
18yrs
Gerrie Gresham
Full name on record: Gerrie Michael Gresham
Financial advisor at State Farm Investment Management
Gerrie Gresham has worked in the financial industry for 18 years and is a financial advisor based in Lexington, South Carolina. Gerrie has been with State Farm Investment Management since 2022. Gerrie holds the ChFC designation.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 64% of advisors at State Farm Investment Management
Office1457 S Lake Drive, Lexington, SC 29073
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowState Farm Investment Management Corp.Current firm
Contact Gerrie
Local office(803) 356-0505Ask for Gerrie. (800) 447-0740Main office · Bloomington, IL 1457 S Lake DriveLexington, SC 29073Office · Get directions
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Questions to ask Gerrie
Tailored to Gerrie’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
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About Gerrie
How do I contact Gerrie?
Call Gerrie’s local office at (803) 356-0505 or the State Farm Investment Management main office at (800) 447-0740, and ask for Gerrie Gresham.
How long has Gerrie been a financial advisor?
Gerrie has been in the industry since 2008, about 18 years. More experience than 64% of advisors at State Farm Investment Management.
What licenses does Gerrie hold?
Series 63. Tap any license on this page to see what it allows.
Is Gerrie a fiduciary?
Gerrie is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gerrie paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Gerrie 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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