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Philip C Call

State Farm Investment Management Corp.

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About Philip C Call

Philip Call is a financial advisor registered with State Farm Investment Management Corp. Philip has been working in the financial industry since June 18, 2017. Philip has a Series 66, Series 63, Series 65, Series 7, Series 6TO and SIE licenses and is registered in California and Texas. Philip has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Philip's primary office is located at 2026 Shaw Ave., Ste 102 in Clovis, California. Philip also has an office located at 1700 Jensen Ave in Sanger, California. Philip is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Philip also owns and operates Philip Call's Insurance Agency.

Firm Information

Philip Call 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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Philip Call’s Registration & Firm History

CA

07/12/2021 - Present

State Farm Investment Management Corp. (Clovis CA)

CA

04/02/2012 - 02/04/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)

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Licenses & Designations

IA

Issued 08/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/26/2021

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip C Call.
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