Unclaimed
Robert Barclay Thompson is a financial advisor with over 20 years of experience in the industry. He has a Series 6 license and is registered with FINRA and the state of Florida. He is also a Chartered Financial Consultant and currently works for State Farm Investment Management Corp. Robert has previously worked for State Farm Insurance and State Farm VP Management Corp. He has also held positions in Tallahassee, Florida and Geismar, Louisiana. Robert is dedicated to providing his clients with sound financial advice and helping them reach 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.
1
2
FL
09/18/2018 - Present
State Farm Investment Management Corp. (St Johns FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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