Ronald Farner, financial advisor Molalla OR

Ronald Farner

RJF Inc

CRD Number: 2335915
Current Firm: Compound Planning
Compensation Model: Fee Only
Ronald Farner (CRD# 2335915) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Molalla, OR and has over 25 years of experience in the finance industry.
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Company Name Location Dates Years
Claraphi Advisory Network, LLC Molalla, OR Jan 2016 - Current 8
National Securities Corporation Portland, OR Jul 2007 - Dec 2015 8
National Asset Management, Inc. Seattle, WA Jul 2007 - Dec 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Ronald J. Farner
By the Numbers
  • Total Assets Under Management
    1,123
    MILLIONS
  • Total Number of Accounts
    4,149
    ACCOUNTS
  • Average Account Value
    $270,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, 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, VI, VT, WA, WI, WV, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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