BB
Bradley P. Beck
STATE FARM INVESTMENT MANAGEMENT
Youngsville, LA
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CRD#: 5983803
BB
Professional summary
Bradley P Beck is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Youngsville, Louisiana and STATE FARM VP MANAGEMENT CORP. located in Lafayette, Louisiana.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Bradley has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Affinity Holdings, LLC; Investment-Related; 100 Saddleback Circle, Youngsville LA 70592; Investment or Commercial Property; President; 05-01-2017; 8hr/mo 0hr/mo; Since I started my State Farm Agency, I have not been involved with my previous reported outside business activities of business consulting for web design or pre-employment assessments. Below is the only activity that Affinity Holdings, LLC will be involved with: A holdings company of Commercial or Residential properties real estate. Purchase property, lease space, collect rent and coordinate any necessary maintenance or repairs to the properties, Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/ Co-Signor on checking account. 2) Affinity Parc Lafayette, LLC; Investment-related; 100 Saddleback Circle, Youngsville LA 70592; Investment or Commercial Property; Partner; 02/17/2020; 1;0; Lending, checkbook, bank, pay, deposits. 3) Affinity One, LLC.; non-investment related; 100 Saddleback Circle Youngsville LA 70592; investment or Commercial Property; Owner; 03/19/2020; 1;0. Lease space, collect rent and coordinate any necessary maintenance or repairs to the properties; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. 4) Affinity Farms, LLC; NOT investment-related; 100 Saddleback Circle, Youngsville, LA 70592; Other; Partner; None; 10/25/2021; 1; 0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account. 5) Affinity Ambassador, LLC; Investment-related; 100 Saddleback Circle, Youngsville, LA 70592; Investment or Commercial Property; Partner; President; 10/25/2021; 1; 0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account. 6) Bradley Beck's Insurance Agency; Investment-related; 1005 Amb Cafry Pkwy, Lafayette, LA 70506; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees. 7) Affinity Downtown, LLC; Non-investment related; 100 Saddleback Circle Youngsville, LA 70592;commercial property; Partner; 02/09/2022; 1;0; Control of the checkbook , review bank statements, pay bills and cosigner on the checking account. 8) Bradley Beck's Insurance Agency; Insurance Agency; Investment-related; 1105 Amb Cafry Pkwy Lafayette, LA 70506-1825; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees 9) Affinity Investments, LLC; investment-related; 100 Saddleback Cir Youngsville, LA 70592; Investment property; Owner; none; 08/25/2023; 2; 0; property management company 10) Affinity Collabs, LLC; Non-Investment Related; 100 Saddleback Circle Youngsville, LA 70592; Service Industry; Owner; President; 06/01/2025; 2; 0; Research and Technology Development
CRS (Client Relationship Summary) - RIA
Click below to view Bradley P Beck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 11, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #2: 1105 Amb Cafry Pkwy, Lafayette, LA 70506-1825RIA
CRD#: 3487
Youngsville, LA
Current
October 24, 2011 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1105 Amb Cafry Pkwy, Lafayette, LA 70506-1825BD
CRD#: 43036
Lafayette, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(9/18/2024)
IAR
Arkansas(9/18/2024)
RR
Louisiana(10/24/2011)
IAR
Louisiana(5/11/2023)
RR
Mississippi(9/18/2024)
IAR
Mississippi(9/18/2024)
IAR
Texas(4/18/2024)
RR
Texas(5/31/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
