Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Shelton is an investment advisor representative registered with State Farm Investment Management Corp. Brian Shelton is also registered in Kentucky. Brian Shelton has been in the securities industry for over 10 years. Brian Shelton also has experience in insurance. Brian Shelton's primary role is to offer portfolio management for individuals and portfolio management for investment companies. Brian Shelton has been with State Farm Investment Management Corp. since June 2023.
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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KY
06/13/2023 - Present
State Farm Investment Management Corp. (Lexington KY)
IL
09/01/2015 - 03/07/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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