Unclaimed
Larry Williams is a financial professional with over 13 years of experience in the financial services industry. Larry is registered with State Farm Investment Management Corp. and has Series 6, Series 26, and Series 63 licenses. Larry's areas of expertise include investment company products/variable contracts, and portfolio management for individuals and investment companies. Larry has a designation as a Chartered Financial Consultant. Larry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
08/16/2021 - Present
State Farm Investment Management Corp. (Gunter TX)
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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