William Bruce Patteson
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Bruce Patteson Insurance AgencyMar 2023 to now
- State Farm Investment Management Corp.Oct 2022 to now
- State Farm Vp Managment CorpOct 2022 to now
- State Farm InsuranceOct 2022 to Mar 2023
- Autonation, Inc.Jan 2022 to Sep 2022
- Innosource, IncOct 2021 to Jan 2022
- Amazon, Inc.Sep 2021 to Oct 2021
- Bruce Patteson LLCApr 2021 to Sep 2022
- Ameriprise Financial Services, LLCJun 2020 to Apr 2021
- Raymond James and AssociatesOct 2018 to May 2020
- Suntrust Advisory Services, IncJun 2017 to Oct 2018
- Suntrust Investment Services, IncJun 2017 to Oct 2018
- UnemployedMar 2017 to May 2017
- MassmutualApr 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, TN).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2329145
- Firm CRD
- 3487