Frank Bliss, financial advisor Berkeley CA

Frank Bliss

CRD Number: 3047167
Current Firm: State Farm Investment Management Corp.

Frank Bliss (CRD# 3047167) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Berkeley, CA and has over 6 years of experience in the finance industry.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Berkeley, CA Aug 2018 - Current 3
State Farm Vp Management Corp Berkeley, CA Mar 2015 - Current 6
Frank Bliss Insurance Agency Berkeley, CA Sep 1987 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
Contact Info for Frank B. Bliss
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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