Phillip Scott Rice

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Phil Rice Insurance Agency
  Southlake, TX
• 04/2022 → Present
  State Farm Vp Management Corp.
  Southlake, TX
• 09/2021 → 01/2022
  State Farm Insurance
  Richardson, TX
• 03/2005 → 08/2021
  Expedia Group
  Seattle, WA
• 01/2023 → Present
  State Farm Investment Management Corp
  Southlake, TX

Other Businesses

1) Phillip Rice Insurance Agency; Investment-related; 395 W State Highway 114 Ste 400 Southlake, TX 76092-3631; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2022; 80; 80; Service customers and supervise employees 2) Instant CFO LLC; Non-Investment Related; 1105 Highpoint Way Roanoke, TX 76262; Service Industry; Owner; President; 07/30/2026; 12; 0; Consult insurance agency owners

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-09
• S63 Uniform Securities Agent State Law Examination
  2021-08-27