Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Malcolm Bearden is a registered Investment Advisor Representative in Alabama with State Farm Investment Management Corp. David has been in the financial services industry for over 2 years. He specializes in financial and investment planning, serving individuals and investment companies. David holds Series 63 and 65 licenses along with Series 6TO and SIE. He is also a licensed insurance agent for Ryan Goolsby'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.
1
2
AL
04/11/2024 - Present
State Farm Investment Management Corp. (Hoover AL)
IA
Issued 04/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Bearden is the right advisor for you? Invested Better is here to help.
