Barbara H. Mccoy-lewis

VARIABLE INVESTMENT ASSOCIATES

Tea, SD 57064

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CRD#: 2224848

Professional summary

Barbara Harriett Mccoy-lewis, who also goes by Barbara Harriett Cofield, Barbara Harriett Mccoy-cofield, is a registered financial professional currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota.

Barbara is registered as a RR (Registered Representative) and started their career in finance in 1993. Barbara has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Barbara Harriett Cofield | Barbara Harriett Mccoy-Cofield

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Barbara Harriett Mccoy-lewis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2010 - Present

VARIABLE INVESTMENT ASSOCIATES, INC.

Office #1: 750 E. 1st Street, Tea, SD 57064

CRD#: 44412

Tea, SD

Past

November 16, 2006 - November 4, 2009

AURA FINANCIAL SERVICES, INC.

CRD#: 42822

BIRMINGHAM, AL

Past

August 10, 2005 - November 28, 2006

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

IRVING, TX

Past

September 21, 2004 - May 4, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

October 2, 2002 - December 31, 2003

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

November 18, 1998 - September 16, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 18, 1998 - September 16, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

June 18, 1993 - November 25, 1998

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(10/22/2019)

Louisiana
(8/7/2014)

Montana
(6/7/2010)

Texas
(3/16/2010)

Wyoming
(6/1/2010)

Exams

State Security Law Exam

Series 63

Date: 3/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/17/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VARIABLE INVESTMENT ASSOCIATES, INC.

VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: , 8-50699

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

750 E. 1st Street, Tea, SD 57064

Mailing Address

750 E. 1st Street, Tea, SD 57064

Phone number

(605) 361-8230

Established

South Dakota since 10/03/1997

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (49 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WILSON, GREGORY STEVEN	PRESIDENT / CEO / CCO / COO/	1272680
FONDER, TERRY JOSEPH	FINOP	5561085
WILSON, KYLE WAGNER	ASSISTANT CEO	5212895

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Barbara H. Mccoy-lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Barbara Harriett Mccoy-lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AURA FINANCIAL SERVICES, INC.

RESOURCE HORIZONS GROUP LLC

CETERA FINANCIAL SPECIALISTS LLC

VERITRUST FINANCIAL, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1993

SIE

Date: 10/1/2018

Series 6

Date: 6/17/1993

FINRA

Current Firm

VARIABLE INVESTMENT ASSOCIATES, INC.

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VARIABLE INVESTMENT ASSOCIATES, INC.

TRUST BUT VERIFY

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