Phillip Pool, financial advisor Fayetteville AR

Phillip Pool

CRD Number: 5693652
Current Firm: State Farm Investment Management Corp.

Phillip Pool (CRD# 5693652) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fayetteville, AR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Fayetteville, AR May 2020 - Current < 1
Phillip Pool Insurance Agency Fayetteville, AR Feb 2016 - Current 4
State Farm Vp Management Corp, Fayetteville, AR Oct 2015 - Current 5
State Farm Investment Management Corp. Fayetteville, AR Aug 2018 - Jun 2019 < 1
State Farm Insurance Fayetteville, AR Oct 2015 - Jan 2016 < 1
State Farm Vp Management Corp Mountain Home, AR Dec 2014 - Oct 2015 < 1
Jay Chafin Insurance Agency Mountain Home, AR Apr 2011 - Oct 2015 4
Northwestern Mutual Investment Services, LLC Fayetteville, AR Feb 2010 - Feb 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Phillip K. Pool
Phone Number: 800-447-0740
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    8,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,212,536,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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