Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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