RL
Robert D. Latham
STATE FARM INVESTMENT MANAGEMENT
Shreveport, LA 71118
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CRD#: 6833963
RL
Professional summary
Robert Daniel Latham, who also goes by Robby Latham, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Shreveport, Louisiana and STATE FARM VP MANAGEMENT CORP. located in Shreveport, Louisiana.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robby Latham
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Robert Latham's Insurance Agency; Insurance Agency; Investment-related; 2070 Highway 171 Ste B Stonewall LA 71078 and 9700 Mansfield Rd Shreveport, LA 71118; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/21; 80; 80; Service customers and supervise employees 2) 9700 Mansfield, LLC; Investment-related; 10017 DRAGSTRIP ROAD KEITHVILLE LA 71047; Investment or Commerical Property; Officer; Chaiman; 05/05/2022; 1; 1; Created an LLC to purchase State Farm office space. My Agency pays rent to 9700 Mansfield, LLC. I am a 25% owner of 9700 Mansfield, LLC 3) DeSoto Parish Policy Jury; non-investment-related; 101 Franklin St Mansfield LA 71052; Membership/Civic/Fraternal Organization; Elected Official; 10/14/2023; 5; 0; Vote on investing in CD's or Money Market Accounts (bank products), Review bank statements, In your role, discuss or advise on benefit plans for the organization, Vote on trade activity (what to invest in or fund allocations) within and investment portfolio that contains securities held by this entity, Not being compensated at all, just giving my opinion on what is best for the district. 4) DeSoto Parish Rotary Club; non-investment-related; 207 Jefferson Street Mansfield LA. 71052; Membership/Civic/Fraternal Organization; Board Member; President; 09/01/2025; 4;2; Rotary Club
CRS (Client Relationship Summary) - RIA
Click below to view Robert Daniel Latham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 9700 Mansfield Road, Shreveport, LA 71118Office #2: 2070 Highway 171 Ste B, Stonewall, LA 71078RIA
CRD#: 3487
Shreveport, LA
Current
June 3, 2021 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 9700 Mansfield Rd, Shreveport, LA 71118BD
CRD#: 43036
Shreveport, LA
Past
December 1, 2017 - October 9, 2020
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SHREVEPORT, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(3/29/2024)
IAR
Arkansas(3/29/2024)
RR
Louisiana(6/3/2021)
IAR
Louisiana(6/29/2023)
RR
Mississippi(3/25/2025)
IAR
Mississippi(3/25/2025)
RR
Texas(6/18/2024)
IAR
Texas(6/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Shreveport, LA 71118TRUST BUT VERIFY
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