Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barton is a financial professional with over 8 years of experience in the financial services industry. William holds a Series 63 license, a Series 6TO license, and a SIE license. William is also a Chartered Financial Consultant. William is currently registered with State Farm Investment Management Corp. William works with individual clients, investment companies, and insurance companies. William provides investment advisory services, portfolio management for individuals, and portfolio management for investment companies.
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
TX
10/20/2023 - Present
State Farm Investment Management Corp. (Rockwell TX)
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Barton is the right advisor for you? Invested Better is here to help.
