Unclaimed
Bradley Dunlap has been in the financial services industry since 2009. Bradley is a registered investment advisor representative with State Farm Investment Management Corp. Bradley is licensed in Arizona and Texas. Bradley has a Series 6 license and is also a Chartered Financial Consultant. Bradley has over 20 years of experience in the insurance industry. Bradley is committed to providing clients with personalized financial advice and strategies. Bradley specializes in helping clients with retirement planning, investment management and insurance needs.
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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AZ
10/22/2024 - Present
State Farm Investment Management Corp. (Scottsdale AZ)
IL
05/06/1998 - 12/08/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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