William Barton, financial advisor Rockwell TX

William Barton

CRD Number: 6575634
Current Firm: State Farm Investment Management Corp.

William Barton (CRD# 6575634) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwell, TX and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Rockwell, TX Oct 2023 - Current < 1
State Farm Vp Management Corp. Rockwall, TX Jan 2021 - Current 3
Travis Barton Insurance Agency Rockwall, TX Nov 2019 - Current 4
State Farm Insurance Company Richardson, TX Jun 2019 - Nov 2019 < 1
Chad Haynes Insurance Agency Keller, TX Jan 2015 - Jun 2019 4
Phill Haynes Insurance Agency Keller, TX Jan 2015 - Jun 2019 4
State Farm Vp Management Corp. Keller, TX Oct 2015 - Apr 2016 < 1
Farmers Insurance Houston, TX Sep 2014 - Dec 2014 < 1
Frogs Restaurant Nacogdoches, TX May 2014 - Aug 2014 < 1
Sports Shack Bar & Grill Nacogdoches, TX Aug 2011 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2021
Contact Info for William T. Barton
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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