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Randall Lee Robertson

State Farm Investment Management Corp.

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About Randall Lee Robertson

Randall Robertson is a financial advisor at State Farm Investment Management Corp. with over 20 years of experience in the industry. Randall is licensed to provide investment advice in Indiana. Randall holds Series 6 and Series 63 securities licenses as well as the SIE. Randall has a previous registration with State Farm VP Management Corp. Randall is a professional bowler and owns a State Farm insurance agency.

Firm Information

Randall 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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Randall Robertson’s Registration & Firm History

IN

09/04/2018 - Present

State Farm Investment Management Corp. (Evansville IN)

IL

12/02/1998 - 03/13/2012

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 11/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Lee Robertson.
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