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Larry Reid Robertson

State Farm Investment Management Corp.

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About Larry Reid Robertson

Larry Robertson is a registered investment advisor representative with State Farm Investment Management Corp. Larry Robertson has been in the securities industry since June 2014. Larry Robertson is a registered investment advisor representative in Arkansas, and is also a registered representative in Arkansas. Larry Robertson has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Larry Robertson is also licensed as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Larry Robertson's insurance agency is located in Star City, Arkansas. Larry Robertson also serves as a Board Member of the Star City Chamber of Commerce.

Firm Information

Larry Robertson 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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Larry Robertson’s Registration & Firm History

AR

11/14/2019 - Present

State Farm Investment Management Corp. (Star City AR)

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Licenses & Designations

IA

Issued 01/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Reid Robertson.
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