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Angela Holbert Patel

State Farm Investment Management Corp.

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About Angela Holbert Patel

Angela Holbert Patel is an investment advisor representative with State Farm Investment Management Corp. Angela has been working in the securities industry for over 15 years and has a strong understanding of the financial markets. Angela is dedicated to providing her clients with personalized investment advice and guidance. Her experience includes working with various clients including individuals, businesses, and investment companies. She holds a Series 6, 63, 65 and SIE license, and her credentials reflect her commitment to staying up-to-date on the latest industry trends and regulations. She is a dedicated professional who is committed to helping her clients achieve their financial goals.

Firm Information

Angela Patel is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Patel’s Registration & Firm History

SC

08/04/2023 - Present

State Farm Investment Management Corp. (Mt Pleasant SC)

VA

12/23/2008 - 12/31/2012

STATE FARM VP MANAGEMENT CORP. (CHARLOTTESVILLE VA)

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Licenses & Designations

IA

Issued 07/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2022

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Holbert Patel.
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