Patrick Buchanan (CRD# 5640098) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Twin Falls, ID and has over 15 years of experience in the finance industry.
CRD# 6022002
Lpl Financial LLC
CRD# 6484233
Edward Jones
CRD# 4197476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Jerome, ID | Apr 2024 - Current | < 1 |
| Patrick Buchanan Insurance Agency | Jerome, ID | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Jerome, ID | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Hailey, ID | Apr 2019 - Current | 5 |
| State Farm Investment Management Corp | Twin Falls, ID | Apr 2019 - Current | 5 |
| Patrick Buchanan Insurance Agency | Twin Falls, ID | Sep 2018 - Current | 5 |
| State Farm Vp Management Corp. | Twin Falls, ID | Sep 2018 - Current | 5 |
| State Farm Vp Management Corp | Hailey, ID | Aug 2012 - Current | 11 |
| Patrick Buchanan Insurance Agency | Hailey, ID | Aug 2012 - Current | 11 |
| State Farm Investment Management Corp. | Ketchum, ID | Apr 2019 - Nov 2020 | 1 |
| Patrick Buchanan Insurance Agency | Ketchum, ID | Aug 2009 - Jan 2019 | 9 |
| State Farm Vp Management Corp | Ketchum, ID | Aug 2009 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- ID
- MT
- NV
- OR
- UT
- WA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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