Phyllis Edwards (CRD# 3042967) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Union City, TN and has over 19 years of experience in the finance industry.
CRD# 4737203
Lpl Financial LLC
CRD# 5343612
Edward Jones
CRD# 2024985
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Union City, TN | May 2023 - Current | < 1 |
| Phyllis Edwards Insurance Agency | Union City, TN | Jan 2014 - Current | 10 |
| State Farm Vp Management Corp. | Union City, TN | Jul 2013 - Current | 10 |
| State Farm Investment Management Corp. | Union City, TN | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- AR
- KY
- MS
- TN
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Total Assets Under Management10,165MILLIONS
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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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