Patricia Saam, financial advisor Allentown PA

Patricia Saam

CRD Number: 2988787
Current Firm: State Farm Investment Management Corp.

Patricia Saam (CRD# 2988787) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allentown, PA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Allentown, PA Aug 2018 - Current 3
Patty Saam Insurance Agency Allentown, PA Dec 2015 - Current 6
State Farm Vp Management Corp Allentown, PA Dec 2015 - Current 6
State Farm Vp Management Corp Union Dale, PA Mar 2013 - Nov 2015 2
State Farm Insurance Union Dale, PA Mar 2013 - Nov 2015 2
State Farm Vp Management Corp Plains, PA Mar 2010 - Mar 2013 3
State Farm Insurance Plains, PA Mar 2010 - Mar 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Patricia M. Saam
Phone Number: 800-447-0740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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