Robert William Bills

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 03/2021
  State Farm Vp Management Corp
  Laguna Hills, CA
• 06/2004 → 03/2021
  Robert Bills Insurance Agency
  Laguna Hills, CA
• 11/2018 → 06/2019
  State Farm Investment Management Corp
  Laguna Hills, CA
• 03/2021 → Present
  State Farm Vp Management Corp.
  Ladera Ranch, CA
• 03/2021 → Present
  Robert Bills Insurance Agency
  Ladera Ranch, CA
• 03/2022 → Present
  State Farm Investment Management Corp
  Ladera Ranch, CA

Other Businesses

1) Robert Bills's Insurance Agency; Insurance Agency; Investment-related; 111 Corporate Dr Ste 190 Ladera Ranch, CA 92694-1156; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2002; 80; 80; Service customers and supervise employees 2) Rio De Sion HOA; non-investment related; 47 South 400 East St George UT 84770; Homeowners Association; Board Member; Treasurer; 10/01/2021; 5; 0; Homeowners Association - I'm the treasure. I own 2 lots in this subdivision

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-02-08

Designations

• Chartered Financial Consultant

Other Names

• Rob Bills