Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Arthur Phelps is a registered investment advisor representative with State Farm Investment Management Corp. in Brunswick, GA. Douglas Phelps has been in the securities industry since June 24, 2001 and has been with State Farm Investment Management Corp. since August 2018. Phelps holds the Series 63, Series 65, Series 7, and Series 6TO licenses. Phelps is also a licensed insurance agent with Douglas Phelps's Insurance Agency.
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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2
GA
12/18/2018 - Present
State Farm Investment Management Corp. (Brunswick GA)
MO
03/14/2000 - 08/01/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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