Bradley Welborn, financial advisor Livingston TX

Bradley Welborn

CRD Number: 3051803
Current Firm: State Farm Investment Management Corp.

Bradley Welborn (CRD# 3051803) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livingston, TX and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bradley Welborn Insurance Agency Tomball, TX Jul 2019 - Current 2
State Farm Vp Management Corp. Tomball, TX Jul 2019 - Current 2
State Farm Investment Management Corp Livingston, TX Jul 2018 - Current 3
State Farm Vp Management Corp. Livingston, TX Mar 1998 - Current 23
Bradley Welborn Insurance Agency Livingston, TX Jan 1985 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Bradley R. Welborn
Phone Number: 800-447-0740
Registered State(s):
  • TX
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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