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Shane Patrick Swan

State Farm VP Management Corp.

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About Shane Patrick Swan

Shane Patrick Swan is a financial advisor with State Farm VP Management Corp. based in Lake Wales, Florida. Shane began their career in the financial services industry on May 2, 2001. They have been registered with the state of Florida since May 4, 2001, and are currently active in both the securities and insurance industries. Shane holds Series 6 and SIE licenses.

Firm Information

Shane Swan 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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Shane Swan’s Registration & Firm History

FL

05/03/2001 - Present

State Farm VP Management Corp. (Lake Wales FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Patrick Swan.
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