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Phillip Mark Pace

State Farm Investment Management Corp.

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About Phillip Mark Pace

Phillip Mark Pace is a financial professional with over 20 years of experience in the industry. Phillip has worked at several financial institutions, including Woodmen Financial Services, Inc., NYLIFE Securities LLC, and State Farm Investment Management Corp. Phillip's current role is with State Farm Investment Management Corp. in Brandon, MS. Phillip has a wide range of experience and expertise in the financial industry, including securities, insurance, and investment management. Phillip is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Phillip Pace 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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Phillip Pace’s Registration & Firm History

MS

12/09/2021 - Present

State Farm Investment Management Corp. (Brandon MS)

MS

04/05/2017 - 08/16/2019

NYLIFE SECURITIES LLC (RIDGELAND MS)

TN

08/06/2002 - 10/24/2016

WOODMEN FINANCIAL SERVICES, INC. (KNOXVILLE TN)

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Licenses & Designations

BC

Issued 06/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Phillip Mark Pace. Review regulatory record here.
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