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Gregory Carlson

State Farm VP Management Corp.

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About Gregory Carlson

Gregory Carlson is a financial professional with over 15 years of experience in the industry. Gregory Carlson is registered with State Farm VP Management Corp. Gregory Carlson holds Series 6, Series 63 and SIE licenses and is registered in New Hampshire and Vermont. Gregory Carlson's office is located in Middlefield, CT.

Firm Information

Gregory Carlson is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Carlson’s Registration & Firm History

CT

06/11/2007 - Present

State Farm VP Management Corp. (Middlefield CT)

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Licenses & Designations

BC

Issued 06/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Carlson.
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