Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hopkins is a financial professional with over 15 years of experience in the financial services industry. Adam is registered with State Farm Investment Management Corp. and holds the Series 6, Series 63, and SIE licenses. Adam also holds the Chartered Financial Consultant designation and is licensed to sell insurance. Adam is experienced in financial planning, portfolio management for individuals and investment companies. Adam's primary office is located in Bakersfield, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
09/15/2023 - Present
State Farm Investment Management Corp. (Bakersfield CA)
CA
10/16/2006 - 09/09/2016
STATE FARM VP MANAGEMENT CORP. (BAKERSFIELD CA)
BC
Issued 10/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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