Phillip Thomason (CRD# 2115741) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tulsa, OK and has over 8 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Tulsa, OK | Apr 2022 - Current | 1 |
| State Farm Vp Management Corp | Tulsa, OK | Sep 2021 - Current | 2 |
| State Farm Insurance | Tulsa, OK | Sep 2021 - Current | 2 |
| State Farm Vp Management Corp | Mustang, OK | Sep 2021 - Sep 2021 | < 1 |
| State Farm Insurance | Mustang, OK | Sep 2021 - Sep 2021 | < 1 |
| Phillip Thomason Insurance Agency | Eufaula, OK | Mar 2016 - Aug 2021 | 5 |
| State Farm Vp Management Corp | Eufaula, OK | Mar 2016 - Aug 2021 | 5 |
| State Farm Investment Management Corp | Eufaula, OK | Feb 2019 - Aug 2019 | < 1 |
| State Farm Insurance | Mustang, OK | Apr 2015 - Feb 2016 | < 1 |
| State Farm Vp Management Corp | Mustang, OK | Apr 2015 - Feb 2016 | < 1 |
| State Farm Vp Management Corp | Lawton, OK | Oct 2014 - Apr 2015 | < 1 |
| Brad Latting Insurance Agency | Lawton, OK | Jan 2014 - Apr 2015 | 1 |
| Tipton Children's Home | Tipton, OK | Oct 2005 - Dec 2013 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
- OK
-
Total Assets Under Management9,289MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,322,169,176
- 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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