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Terri Lu Barton

State Farm VP Management Corp.

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About Terri Lu Barton

Terri Lu Barton is a financial professional with over 19 years of experience in the financial services industry. Terri is currently registered with State Farm VP Management Corp. and holds Series 6, 26, and 63 licenses. Terri is also registered with FINRA and is active in several states. Terri has a strong background in investment company products and variable contracts and is committed to providing her clients with the highest level of service.

Firm Information

Terri Barton 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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Terri Barton’s Registration & Firm History

TX

02/02/2004 - Present

State Farm VP Management Corp. (ABILENE TX)

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Licenses & Designations

BC

Issued 03/06/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Lu Barton.
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