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Mitchell Lynn Phillips

State Farm Investment Management Corp.

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About Mitchell Lynn Phillips

Mitchell Phillips is a registered investment advisor representative with State Farm Investment Management Corp. Mitchell has been in the securities industry since 1998. Mitchell has passed the Series 6, Series 63, and Series 65 examinations. Mitchell holds registrations in Florida, North Carolina, and Virginia. Mitchell is a general partner in M&M Properties of NC LLP, a real estate holding company, and is a partner in ML Phillips Family Limited Partnership. Mitchell is also the owner of Mitchell Phillips's Insurance Agency, an insurance agency specializing in State Farm Mutual Automobile Insurance Company and its affiliates. Mitchell is a board member of Jefferson United Methodist Church. Mitchell is actively involved in the community.

Firm Information

Mitchell Phillips 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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Mitchell Phillips’s Registration & Firm History

NC

11/08/2022 - Present

State Farm Investment Management Corp. (West Jefferso NC)

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Licenses & Designations

IA

Issued 10/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Lynn Phillips.
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