Unclaimed
Clinton Bradley Conrad is a financial professional with over 10 years of experience in the financial services industry. Conrad is a Registered Representative and Investment Advisor Representative associated with State Farm Investment Management Corp. and is licensed in Indiana, Kentucky and Ohio. Clinton provides financial advice and investment management services to individuals and investment companies. Conrad holds the Series 6 and Series 63 licenses and the SIE exam. Conrad also has the Chartered Financial Consultant designation. Conrad's experience includes serving as an insurance agent for Clinton Conrad's Insurance Agency, as well as ownership of Brooke Properties LLC. In addition to State Farm Investment Management Corp., Conrad is also associated with Clinton Conrad's Insurance Agency.
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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2
KY
03/27/2024 - Present
State Farm Investment Management Corp. (Lexington KY)
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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