Unclaimed
Bradley Beck is an investment advisor representative at State Farm Investment Management Corp. in Lafayette, Louisiana. Bradley has been working in the financial services industry since 2011 and holds the Series 6, Series 63, and Series 65 licenses. Bradley is registered in Louisiana, Texas, Mississippi and Arkansas. Bradley has also worked with Affinity Holdings, LLC, Affinity Parc Lafayette, LLC, Affinity One, LLC, Affinity Farms, LLC, Affinity Ambassador, LLC and Affinity Downtown, LLC.
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.
1
2
LA
04/18/2024 - Present
State Farm Investment Management Corp. (Lafayette LA)
BC
Issued 05/30/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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