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Elizabeth Roberts Thomas

State Farm Investment Management Corp.

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About Elizabeth Roberts Thomas

Elizabeth Roberts Thomas is a financial professional with over 20 years of experience in the financial services industry. Elizabeth is a registered representative and investment advisor representative with State Farm Investment Management Corp, which is an independent registered investment advisor. Elizabeth has held various roles in the industry including working with firms such as SAYBRUS EQUITY SERVICES, INC, PHOENIX EQUITY PLANNING CORPORATION and WS GRIFFITH SECURITIES, INC. Elizabeth holds the Series 6, Series 63 and SIE licenses. Elizabeth is also a Chartered Financial Consultant.

Firm Information

Elizabeth Thomas is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Thomas’s Registration & Firm History

VA

06/05/2023 - Present

State Farm Investment Management Corp. (Roanoke VA)

CT

09/15/2010 - 03/21/2011

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

PA

02/04/2009 - 09/15/2010

PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)

CT

05/21/2003 - 02/04/2009

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

08/01/2001 - 05/30/2003

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 06/05/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Roberts Thomas.
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