Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Leggett is a financial professional with over 17 years of experience in the financial services industry. Adam is currently registered with State Farm Investment Management Corp. and is licensed in Texas. Adam has a Series 6, 63, and 6TO licenses. Adam is a Chartered Financial Consultant. Prior to joining State Farm Investment Management Corp., Adam worked with State Farm VP Management Corp. In addition to his work as a financial advisor, Adam is the owner of Adam Leggett's Insurance Agency and a partner in Livin Larj, LLC, Eldan Legacy, LLC, and Birmingham Trust.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
06/06/2023 - Present
State Farm Investment Management Corp. (Plano TX)
TX
09/21/2005 - 05/26/2020
STATE FARM VP MANAGEMENT CORP. (LONGVIEW TX)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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