Richard Bergstrom, financial advisor Richmond VA

Richard Bergstrom

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Richard L. Bergstrom
Phone Number: 800-447-0740
Registered State(s):
  • VA
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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