Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Rice is a registered investment advisor representative with State Farm Investment Management Corp. Phillip has been in the industry for over 2 years. Phillip holds the Series 63 and Series 65 licenses. Phillip also holds the Series 6TO and SIE exams. Phillip is registered in Texas and is an active representative of the firm. Phillip also owns and operates Phillip Rice Insurance Agency, which offers insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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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TX
01/08/2023 - Present
State Farm Investment Management Corp. (Southlake TX)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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