Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wallace Barber is a financial advisor associated with State Farm Investment Management Corp. in Lexington, KY. William has been in the industry since February 2005. William is licensed in Kentucky. William has passed the Series 6 and Series 63 exams and the SIE Exam. William also holds the designation Chartered Financial Consultant. William is registered as an Investment Advisor Representative. William is also associated with Wallace Barber Insurance Agency. William is a Board Member of both the Lyric Theatre & Cultural Arts Center and the YMCA.
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.
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KY
12/06/2019 - Present
State Farm Investment Management Corp. (Lexington KY)
BC
Issued 02/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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