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Theodore Houghton Heaton

State Farm VP Management Corp.

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About Theodore Houghton Heaton

Theodore Houghton Heaton is an experienced financial professional with over 23 years of experience in the financial services industry. Theodore is currently registered with State Farm VP Management Corp. and holds Series 6 and Series 63 licenses as well as the SIE exam. Theodore is registered to provide investment advice in Alabama, Arizona, Colorado, Idaho and Texas.

Firm Information

Theodore Heaton 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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Theodore Heaton’s Registration & Firm History

TX

09/01/1998 - Present

State Farm VP Management Corp. (AUSTIN TX)

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Licenses & Designations

BC

Issued 09/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Houghton Heaton.
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