Phillip PoolCRD 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 6 years of experience in the finance industry.
Arvest Wealth Management
Boston Mountain Money Management, Inc.
|State Farm Investment Management Corp.||Fayetteville, AR||May 2020 - Current||1|
|Phillip Pool Insurance Agency||Fayetteville, AR||Feb 2016 - Current||5|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2015|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.