Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Britt is a financial advisor with over 20 years of experience in the financial services industry. Donald has a Series 6, 63, and 65 licenses, as well as a SIE exam. Donald is a Chartered Financial Consultant (ChFC®) and is registered to offer investment advisory services in Texas. Donald has been with State Farm Investment Management Corp since 2018. The firm's primary office is located in Bloomington, IL and it is registered with the SEC. Donald is also a registered representative of State Farm VP Management Corp., which has a branch office in San Antonio, TX.
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
08/27/2018 - Present
State Farm Investment Management Corp. (San Antonio TX)
IA
Issued 08/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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