ChooseAFinancialAdvisor.com
Advisors / Florida / Tampa
3yrs

Adrian Duque

Financial advisor at State Farm Investment Management

Adrian Duque is a fiduciary financial advisor in Tampa, Florida, with 3 years in the industry. Adrian joined State Farm Investment Management in 2024, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.

One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.

Tampa, FL 33607Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1408 N West Shore Blvd Suite 116, Tampa, FL 33607
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Adrian

Tailored to Adrian’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Adrian

How do I contact Adrian?

Call Adrian’s local office at (813) 837-5421 or the State Farm Investment Management main office at (800) 447-0740, and ask for Adrian Duque.

How long has Adrian been a financial advisor?

Adrian has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Adrian hold?

Series 65. Tap any license on this page to see what it allows.

Is Adrian a fiduciary?

Adrian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Adrian paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Adrian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Capitol Securities Management
47yrs
Robert Stein
Financial advisor
601 South Harbour Island Blvd Suite 109
Tampa, FL 33602
Top advisor by experience in Tampa
Fiduciary
Call Directions
J. W. Cole Advisors
47yrs
Richard Darrow
Financial advisor
4301 Anchor Plaza Parkway Suite 450
Tampa, FL 33634
Top advisor by experience at J. W. Cole Advisors
Fiduciary
Call Directions
Ameriprise Financial Services
47yrs
Harold Lauber
Financial advisor
501 S Dakota Ave Suite 1
Tampa, FL 33606
Top 1% by experience in Tampa
Fiduciary
Call Directions
Morgan Stanley
46yrs
Mark Delmar
Financial advisor
18302 Highwoods Preserve Parkway Suite 100
Tampa, FL 33647
Top 1% by experience in Tampa
Fiduciary
Call Directions
Capitol Securities Management
46yrs
Paul Bedinger
Financial advisor
601 South Harbour Island Blvd Suite 109
Tampa, FL 33602
Top 1% by experience in Tampa
PlanningInvesting
Call Directions
Capitol Securities Management
46yrs
Michael Via
Financial advisor
Tampa, FL
Top 1% by experience in Tampa
Fiduciary
Call Directions

See all advisors near Tampa