Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Carpenter is a registered investment advisor representative with State Farm Investment Management Corp. Brad has been in the financial services industry since October 2020. Brad is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates, and is also a mortgage loan originator with Quicken Loans. Brad is the owner and president of Carpenter Real Estate Holdings LLC, which owns and operates an office building in Canton, Ohio. Brad is also a registered representative with State Farm Investment Management Corp. in Ohio.
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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2
OH
10/12/2021 - Present
State Farm Investment Management Corp. (Massillon OH)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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