Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Danville, VA 24541
Credentials
Series 63, Series 65
Industry experience
27 years
David Satterfield is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with State Farm VP Management Corp. since 1998 and owns and operates the David Satterfield Insurance Agency, which he has managed since 1992. State Farm Investment Management provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, using a mix of low-cost ETFs and actively managed mutual funds, with automated rebalancing and periodic tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
534 Westover Drive
Danville, VA 24541
North Carolina · Virginia
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm VP Management Corp.
1998 - Present (28 years)
David Satterfield Insurance Agency
1992 - Present (34 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Danville, VA
Davenport & Company LLC
Series 66
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Davenport & Company LLC
Series 65
Danville, VA
Regal Investment Advisors LLC
Series 63, Series 65
Danville, VA
Davenport & Company LLC
Series 65
Danville, VA
Regal Investment Advisors LLC
Series 65
Danville, VA
Regal Investment Advisors LLC
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