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Bertrand Lloyd Simmons

State Farm VP Management Corp.

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About Bertrand Lloyd Simmons

Bertrand Lloyd Simmons is a financial professional with over 20 years of experience in the industry. Bertrand is registered with State Farm VP Management Corp. and holds Series 6, Series 63 and SIE licenses. Bertrand is located in Katy, Texas and provides services to clients in Texas.

Firm Information

Bertrand Simmons 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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Bertrand Simmons’s Registration & Firm History

TX

06/29/1998 - Present

State Farm VP Management Corp. (Katy TX)

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Licenses & Designations

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bertrand Lloyd Simmons.
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