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Robert Daniel Latham

State Farm Investment Management Corp.

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About Robert Daniel Latham

Robert Latham is an investment advisor representative registered with State Farm Investment Management Corp. Robert Latham's experience in the financial services industry dates back to July 2017. Robert Latham has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Robert Latham has several years of experience with firms such as NYLIFE Securities LLC, State Farm Insurance, and State Farm Investment Management Corp. In addition to being a registered representative, Robert Latham is also an insurance agent and owns his own insurance agency, Robert Latham's Insurance Agency. Robert Latham is also a 25% owner of 9700 Mansfield, LLC, which owns the office space for Robert Latham's Insurance Agency.

Firm Information

Robert Latham 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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Robert Latham’s Registration & Firm History

LA

06/18/2024 - Present

State Farm Investment Management Corp. (Shreveport LA)

LA

12/01/2017 - 10/09/2020

NYLIFE SECURITIES LLC (SHREVEPORT LA)

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Licenses & Designations

IA

Issued 06/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Daniel Latham.
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