Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lock is a registered investment advisor representative with State Farm Investment Management Corp., and has been in the industry since 2008. Brian holds Series 6, Series 63, and SIE licenses. Brian's firm, State Farm Investment Management Corp., is an investment advisor headquartered in Bloomington, Illinois. The firm manages over $10 billion in assets and specializes in providing investment advice to individuals and investment companies. Brian's primary focus is on portfolio management for individuals and investment companies, and his services are offered on a fee-based percentage of assets basis.
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
IL
07/17/2019 - Present
State Farm Investment Management Corp. (Highwood IL)
BC
Issued 08/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Lock is the right advisor for you? Invested Better is here to help.
