Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Mottern, Jr is a registered investment advisor representative with State Farm Investment Management Corp.. Richard has been in the securities industry since 2004. He is registered to offer advisory services in Alabama, Florida, Georgia, North Carolina, and South Carolina. Richard is also registered to offer securities products in Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee. Richard's office is located in Kennesaw, Georgia, and he is also licensed to offer insurance products through Richard Mottern, Jr 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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GA
05/09/2023 - Present
State Farm Investment Management Corp. (Kennesaw GA)
FL
02/25/2004 - 03/20/2012
STATE FARM VP MANAGEMENT CORP. (WINTER HAVEN FL)
IA
Issued 10/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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