Richard BergstromCRD Number: 3046382
Current Firm: State Farm Investment Management Corp.
Richard Bergstrom (CRD# 3046382) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, VA and has over 21 years of experience in the finance industry.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|State Farm Investment Management Corp||Richmond, VA||Jan 2019 - Current||2|
|Richard Bergstrom Insurance Agency||Richmond, VA||May 1998 - Current||23|
|State Farm Vp Management Corp.||Richmond, VA||Mar 1998 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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