Stephen Borklund, financial advisor Travelers Rest SC
96 score

Stephen Borklund

CRD Number: 3068890
Current Firm: State Farm Investment Management Corp.

Stephen Borklund (CRD# 3068890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Travelers Rest, SC and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Travelers Rest, SC Jul 2009 - Current 8
State Farm Vp Management Corp. Travelers Rest, SC Apr 1998 - Current 20
Stephen Borklund Insurance Agency Travelers Rest, SC Jul 1995 - Current 22
State Farm Investment Management Corp. Travelers Rest, SC Jul 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for Stephen A. Borklund
Phone Number: 800-447-0740
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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