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Bernardo Valencia

State Farm VP Management Corp.

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About Bernardo Valencia

Bernardo Valencia is a financial professional with over 18 years of experience in the industry. Bernardo is currently registered with State Farm VP Management Corp. Bernardo holds the Series 6 and SIE licenses and has passed the Uniform Investment Adviser Law Examination.

Firm Information

Bernardo Valencia is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bernardo Valencia’s Registration & Firm History

FL

04/01/2005 - Present

State Farm VP Management Corp. (Boca Raton FL)

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Licenses & Designations

IA

Issued 05/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Bernardo Valencia. Review regulatory record here.
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