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Phyllis Elaine Edwards

State Farm Investment Management Corp.

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About Phyllis Elaine Edwards

Phyllis Edwards is a registered investment advisor representative with State Farm Investment Management Corp. Phyllis has over 18 years of experience in the financial services industry. She is licensed in Arkansas, Kentucky, Mississippi and Tennessee. Phyllis holds Series 6, 7, 63, 65, and 66 securities licenses and the SIE exam. Phyllis also owns and operates a State Farm insurance agency in Union City, Tennessee.

Firm Information

Phyllis Edwards 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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Phyllis Edwards’s Registration & Firm History

TN

01/01/2025 - Present

State Farm Investment Management Corp. (Union City TN)

TN

04/19/2011 - 06/25/2013

LPL FINANCIAL LLC (UNION CITY TN)

TN

10/12/2004 - 04/21/2011

EDWARD JONES (UNION CITY TN)

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Licenses & Designations

IA

Issued 05/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phyllis Elaine Edwards.
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