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Lisa Harbour Sams

State Farm VP Management Corp.

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About Lisa Harbour Sams

Lisa Sams is a financial advisor with State Farm VP Management Corp. Lisa has been in the financial industry since 1998. Lisa holds Series 6 and Series 63 licenses and is registered in Indiana, Kentucky, and Tennessee.

Firm Information

Lisa Sams 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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Lisa Sams’s Registration & Firm History

KY

07/16/1998 - Present

State Farm VP Management Corp. (Lexington KY)

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Licenses & Designations

BC

Issued 11/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Harbour Sams.
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