Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Douglass Linnell is an investment advisor representative for State Farm Investment Management Corp. Brad has been in the industry since June 2009. Brad has a Series 6, Series 63 and Series 65. Brad also has a Securities Industry Essentials (SIE) exam. Brad is registered in California, Idaho, Nevada, Oregon and Washington. Brad’s current firm location is in Medford, Oregon.
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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OR
05/16/2023 - Present
State Farm Investment Management Corp. (Medford OR)
IA
Issued 04/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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