AB
AB

Alejandro Bernal-Herrera

1 Year of Experience
Green Valley, AZ
4 DisclosuresBrokerSells Insurance

Alejandro Bernal-Herrera is a registered investment advisor, based in Green Valley, AZ, with 1 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold.

Location

210 W Continental Rd, Suite 124, Green Valley, AZ, 85622

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2024
Final
Financial
August 2024
Final
Financial
January 2020
Final
Criminal
September 2012
Final Disposition
Other Business ActivitiesSells Insurance

Alejandro works as an intern for State Farm, providing services to customers. This investment-related activity takes about half of his time.

Employment History
Current Registrations
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 7 mos
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 7 mos
State Farm Investment Management CORP.
February 2025 - Present · 1 yr 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
Alejandro Bernal-Herrera - Financial Advisor | TrueAdvisor