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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradley Lashbrook is an investment advisor representative with State Farm Investment Management Corp. William Bradley Lashbrook is registered in Indiana. William Bradley Lashbrook has been in the financial industry since March 8, 2024. William Bradley Lashbrook has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. William Bradley Lashbrook specializes in portfolio management for individuals and portfolio management for investment companies.
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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IN
05/16/2024 - Present
State Farm Investment Management Corp. (Anderson IN)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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