Rebecca Heard Ross

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

• 01/2008 → 09/2016
  State Farm Vp Management Corp
  Austin, TX
• 01/2009 → 09/2016
  Becki Ross Insurance Agency
  Austin, TX
• 09/2016 → Present
  Becki Ross Insurance Agency
  Cedar Park, TX
• 09/2016 → Present
  State Farm Vp Management Corp
  Cedar Park, TX
• 09/2021 → Present
  State Farm Investment Management Corp
  Cedar Park, TX

Other Businesses

1) Rebecca Ross's Insurance Agency; Insurance Agency; Investment-related; 1908 Yaupon Trl # B202 Cedar Park, TX 78613-6461; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees. 2) Yaupon Professional Park; Non -investment-Related;1908 Yaupon Trl Cedar Park TX 78613;4/29/2022;3;0;would be paying bills of the COA, confirming all dues paid by unit owners. 3) Lender of Chamber of Commerce; non-investment-related; no address; board member; Board Member; 01/01/2021; 4;4; no duties. 4) Yaupon Professional Park; Non-Investment-related;1908 Yaupon Trl Cedar Park TX 78613;3;0;would be paying bills of the COA, confirming all dues paid by unit owners. 5) Yaupon Professional Park Condo Assn; non-investment-related; 1908 Yaupon Trl Cedar Park, TX 89713; Association/Committee/Council; other; none; 8/1/2024; 4; 0; Committee 6) City of Leander Texas; Non-Investment-related; 105 Brushy St Leander; TX 78641; Public Service; Elected Official; 5; 0; Candidate for re-election for city council.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-06-03

Designations

• Chartered Financial Consultant

Other Names

• Rebecca Leigh Heard
• Becki Heard Ross