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Dalton Lewis Lipsey

State Farm VP Management Corp.

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About Dalton Lewis Lipsey

Dalton Lewis Lipsey is a financial advisor with over 18 years of experience in the financial industry. Dalton is registered with the state of Texas and is currently employed by State Farm VP Management Corp. Dalton holds the Series 6, Series 63 and SIE licenses. He is a valuable resource for individuals seeking financial advice and guidance.

Firm Information

Dalton Lipsey is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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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Dalton Lipsey’s Registration & Firm History

TX

07/12/2004 - Present

State Farm VP Management Corp. (Conroe TX)

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Licenses & Designations

BC

Issued 06/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dalton Lewis Lipsey. Review regulatory record here.
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