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Barbara Harriett McCoy-lewis

Variable Investment Associates, Inc.

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About Barbara Harriett McCoy-lewis

Barbara McCoy-lewis is a financial professional with over 28 years of experience in the securities industry. Barbara has a Series 6, Series 63, and SIE license. Barbara is currently registered with Variable Investment Associates, Inc. and has been with the firm since March 2010. Previously, Barbara worked for AURA FINANCIAL SERVICES, INC. and has also held positions at RESOURCE HORIZONS GROUP LLC, TERRA SECURITIES CORPORATION, VERITRUST FINANCIAL, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Barbara is currently licensed to sell securities in Arkansas, Louisiana, Montana, Texas, and Wyoming.

Firm Information

Barbara McCoy-lewis is currently registered with Variable Investment Associates, Inc.. Variable Investment Associates, Inc. is a Corporation formed in 1997-10-03. It is approved and registered in 49 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Barbara McCoy-lewis’s Registration & Firm History

SD

03/16/2010 - Present

Variable Investment Associates, Inc. (TEA SD)

AL

11/16/2006 - 11/04/2009

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

TX

08/10/2005 - 11/28/2006

RESOURCE HORIZONS GROUP LLC (IRVING TX)

IL

09/21/2004 - 05/04/2005

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

TX

10/02/2002 - 12/31/2003

VERITRUST FINANCIAL, LLC (AUSTIN TX)

MA

11/18/1998 - 09/16/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/18/1998 - 09/16/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

06/18/1993 - 11/25/1998

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 03/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Harriett McCoy-lewis.
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