Edward Jones
42yrs
Top advisor by experience in Brigham City
New
Robert Lee
Financial advisor at State Farm Investment Management
Robert Lee is a fiduciary financial advisor in Brigham City, Utah, registered since Dec 2025. Robert has been with State Farm Investment Management since 2026. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 14 advisors with offices in Brigham City, and one of 14 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
OfficeBrigham City, UT
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowState Farm Investment Management Corp.Current firm
Contact Robert
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Robert. Brigham City, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call State Farm Investment Management at (800) 447-0740 and ask for Robert Lee. Robert works from the Brigham City, UT office.
How long has Robert been a financial advisor?
Robert is new to the profession, registered since Dec 2025, and holds 2 licenses.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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