Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Board is a registered Investment Advisor Representative with State Farm Investment Management Corp. Bradley has been in the financial services industry for over 17 years. Bradley holds a Series 6 and Series 63 license and has passed the SIE exam. Bradley is a Chartered Financial Consultant. Bradley has experience with Insurance (State Farm Mutual Automobile Insurance Company and its affiliates) through Bradley Board's Insurance Agency. Bradley is a board member of the Kiwanis Club of Farmersville.
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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CA
09/13/2023 - Present
State Farm Investment Management Corp. (VISALIA CA)
IL
11/10/2005 - 03/05/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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