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Bradley Doyle Montgomery

State Farm VP Management Corp.

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About Bradley Doyle Montgomery

Bradley Montgomery is a financial professional with over 23 years of experience in the financial services industry. Bradley has been registered with State Farm VP Management Corp. since January 2023. Previously, Bradley worked for State Farm VP Management Corp. in Murfreesboro, TN and Bloomington, IL. Bradley has a strong background in financial planning and investment management, and is committed to providing clients with personalized advice and solutions.

Firm Information

Bradley Montgomery 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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Bradley Montgomery’s Registration & Firm History

IL

01/30/2023 - Present

State Farm VP Management Corp. (BLOOMINGTON IL)

TN

02/11/2009 - 02/08/2021

STATE FARM VP MANAGEMENT CORP. (MURFREESBORO TN)

IL

11/19/1997 - 06/16/2008

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 07/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/03/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/22/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Doyle Montgomery.
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