Unclaimed
Brittany Burkhard is a registered Investment Advisor Representative with State Farm Investment Management Corp. Brittany is also a licensed Insurance Agent with State Farm Mutual Automobile Insurance Company and its affiliates. Brittany has experience in the financial services industry since 2017, working with clients in North Carolina and Colorado. Brittany is a graduate of North Carolina State University and High Point University. Brittany is licensed to offer investment advice in North Carolina and South Carolina.
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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NC
11/06/2024 - Present
State Farm Investment Management Corp. (Cornelius NC)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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