Phillip
Pace

State Farm Investment Management Corp

CRD#4523310
Investment Advisor
in Brandon, MS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Phillip Pace is a financial advisor based in Brandon, Mississippi, working with State Farm Investment Management Corp. Phillip has previously held positions at Woodmen Of The World Life Insurance Society, Nylife Securities LLC, New York Life Insurance Co, Phillip Pace Insurance Agency, State Farm Vp Management Corp, State Farm Insurance, State Farm Investment Management Corp, and Woodmen Financial Services, Inc. Phillip has passed the Series 63 regulatory exam and is registered to provide services in Mississippi. Currently, Phillip is part of State Farm Investment Management Corp, which operates out of Brandon, Mississippi. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1095 Highway 471
Brandon, MS 39047

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

MS Average: $6,674,516,078
Total Number of Employees

22

MS Average: 44
Total Number of Accounts

4

MS Average: 2,564
Average Account Size

$2,541,134,043

MS Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Phillip Pace Work History

2021 - Present (3 years)

State Farm Investment Management Corp

2020 - Present (4 years)

Phillip Pace Insurance Agency

2020 - Present (4 years)

State Farm Vp Management Corp

2019 - 2019 (< 1 year)

State Farm Insurance

2017 - 2019 (2 years)

Nylife Securities LLC

2017 - 2019 (2 years)

New York Life Insurance Co

2012 - 2016 (4 years)

Woodmen Of The World Life Insurance Society

2002 - 2016 (14 years)

Woodmen Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Phillip Pace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started