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Advisors / South Carolina / Sumter
3yrs

Leah Barwick

Financial advisor at State Farm Investment Management

Leah Barwick has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Sumter, South Carolina. Leah joined State Farm Investment Management in 2024, a firm offering investment management. The firm is paid through a percentage of assets.

One of 44 advisors with offices in Sumter, and one of 43 fiduciaries.

Sumter, SC 29150Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office870 W Liberty St, Sumter, SC 29150
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Leah

Tailored to Leah’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Leah

How do I contact Leah?

Call Leah’s local office at (803) 720-5553 or the State Farm Investment Management main office at (800) 447-0740, and ask for Leah Barwick.

How long has Leah been a financial advisor?

Leah has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Leah hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Leah a fiduciary?

Leah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Leah paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Leah for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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