Unclaimed
Darrin Morgan is a financial professional with over 15 years of experience in the industry. Darrin is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Texas. Darrin's previous experience includes roles at State Farm VP Management Corp. in San Diego, California and Richardson, Texas. Darrin holds the Series 6, Series 63, Series 6TO and SIE securities licenses. Darrin is a Chartered Financial Consultant and specializes in portfolio management for individuals and investment companies.
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.
1
2
TX
08/14/2020 - Present
State Farm Investment Management Corp. (San Antonio TX)
CA
10/28/2004 - 06/19/2015
STATE FARM VP MANAGEMENT CORP. (SAN DIEGO CA)
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darrin Morgan is the right advisor for you? Invested Better is here to help.