Unclaimed
Victor Barton is a financial advisor who has been in the industry since June 2018. Victor is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor (IA) in Oklahoma and Texas. Victor is currently employed with Thrivent Investment Management Inc., and has been with the firm since April 2018. Victor specializes in financial planning and portfolio management for individuals. Victor has also worked with churches and non-profit sharing retirement accounts, as well as high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth. Victor is committed to helping clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/28/2021 - Present
Thrivent Investment Management Inc. (Allen TX)
IA
Issued 01/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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