Unclaimed
James Barger is a financial professional with over 9 years of experience in the industry. James is a registered representative with State Farm Investment Management Corp. James's areas of expertise include investment advisory services for individuals and investment companies. James has a Series 6 and Series 63 license and a SIE designation, which allows James to provide a wide range of investment services. James is also a Chartered Financial Consultant, demonstrating a commitment to professional development. James works out of the Marion, VA branch office of State Farm Investment Management Corp.
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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2
VA
03/13/2023 - Present
State Farm Investment Management Corp. (Marion VA)
BC
Issued 10/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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