Larry FarishCRD Number: 2097275
Current Firm: Avantax Advisory Services
Larry Farish (CRD# 2097275) is an Investment Advisor Representative working at Avantax Advisory Services in Biloxi, MS and has over 32 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Avantax Investment Services, Inc.||Biloxi, MS||Aug 2010 - Current||13|
|Avantax Insurance Agency, LLC||Biloxi, MS||Aug 2010 - Current||13|
|Avantax Advisory Services||Biloxi, MS||Aug 2010 - Current||13|
|Strojny And Strojny Financial Services||Biloxi, MS||Jul 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1990|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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