Kevin Patton, financial advisor Bellaire TX

Kevin Patton

CRD Number: 4658258
Current Firm: State Farm Investment Management Corp.

Kevin Patton (CRD# 4658258) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellaire, TX and has over 20 years of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Richmond, TX Mar 2024 - Current < 1
State Farm Vp Management Corp Bellaire, TX Mar 2024 - Current < 1
Kevin Patton Insurance Agency Bellaire, TX Mar 2024 - Current < 1
State Farm Investment Management Corp Bellaire, TX Mar 2024 - Current < 1
State Farm Vp Management Corp Richmond, TX Jun 2010 - Current 13
Kevin Patton Insurance Agency Richmond, TX Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
Contact Info for Kevin D. Patton
Phone Number: 800-447-0740
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
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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