linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cary Matt Patterson

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cary? Claim Your Profile

About Cary Matt Patterson

Cary Patterson is a financial professional with over 25 years of experience in the financial services industry. Cary holds a Series 6, Series 63, and SIE licenses, allowing Cary to provide investment advice and sell investment products. Cary is registered to offer investment advisory services in both Oklahoma and Texas. Cary is currently employed by State Farm Investment Management Corp., where Cary helps clients achieve their financial goals. Cary has been in this role since 2023. Cary also has a strong understanding of insurance, serving as the owner of Cary Patterson's Insurance Agency, an agency selling products through State Farm Mutual Automobile Insurance Company and its affiliates. Cary is also an active member of the community, currently serving on the board of the City of Burkburnett. Cary's background in insurance, finance and public service makes Cary well-suited to help clients develop personalized financial plans.

Firm Information

Cary Patterson 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cary Patterson’s Registration & Firm History

TX

08/02/2023 - Present

State Farm Investment Management Corp. (Burkburnett TX)

Not sure if Cary Matt Patterson is right for you?

Licenses & Designations

BC

Issued 07/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cary Matt Patterson.
Not sure if Cary Matt Patterson is right for you?