Stock Agent (Insurance) License in California
Quick Answer
California requires a $25 agent registration fee, $35 annual renewal, and passing the Series 7 plus Series 63 or 66 exams through the Department of Financial Protection and Innovation.
- Exam
- FINRA Series 7 + Series 63 or Series 66
- Total Cost
- $600 (est.)
- Timeline
- 1-3 months
- Renewal
- Every Annually (December 31)
Requirements
Stock Agent (Insurance) license in California
Estimated Costs Est.
- Application Fee
- $25
- Exam Fee
- $305
- Renewal Fee
- $35
- Total Estimated Cost
- $600
Cost Breakdown
Estimated costs for getting your Stock Agent (Insurance) license in California. Values marked "Est." are extracted from official descriptions.
Enter the cost of your pre-licensing education program
Fees marked "Est." are extracted from official descriptions and may not reflect current pricing. Verify with the California licensing board.
Stock Agent (Insurance) Salary in California
Entry Level
$49,130
Median
$79,140
Experienced
$192,350
Source: Bureau of Labor Statistics. Salary data is for informational purposes only.
How to Get Licensed
Step-by-step roadmap to becoming a licensed Stock Agent (Insurance) in California.
- 1
Submit Your Application
File your application with the licensing agency. Application fee: ~$25.
- 2
Receive Your License
Processing typically takes 1-3 months.
Stock Agent (Insurance) Licensing in California: What to Know
California registers securities agents through the Department of Financial Protection and Innovation (DFPI). The COS data details that each new agent employment notification costs $25 with a $35 annual renewal. Agents must pass the Series 63 (Uniform Securities Agent State Law Exam) or Series 66 and meet all applicable FINRA and SEC examination requirements including the Series 7. Broker-dealers register through the CRD system and pay $300 initially with a minimum $75 annual assessment. California's Corporate Securities Law (Corporations Code Section 25210) governs these requirements, and DFPI processes applications within approximately 3 business days.
Frequently Asked Questions
- How much does a Stock Agent (Insurance) license cost in California?
- The estimated total cost is $600, including application fees, exam fees ($305), and education costs.
- How long does it take to get a Stock Agent (Insurance) license in California?
- The process typically takes 1-3 months, depending on education completion and exam scheduling.
- What exam do I need for a Stock Agent (Insurance) license in California?
- You need to pass the FINRA Series 7 + Series 63 or Series 66. N/A
Considering another state?
Compare Stock Agent (Insurance) requirements across states.
View all states →Data from CareerOneStop (DOLETA/DEED). Last updated: February 15, 2026.