Philip Davidson (CRD# 2981986) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Vernon, MO and has over 23 years of experience in the finance industry.
CRD# 1138058
On Investment Management Co
CRD# 6540404
Edward Jones
CRD# 2238313
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phil Davidson Insurance Agency | Mount Vernon, MO | Jun 2001 - Current | 22 |
| State Farm Vp Management Corp | Mount Vernon, MO | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MO
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- 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
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