Owen Farnsworth, financial advisor Casa Grande AZ

Owen Farnsworth

CRD Number: 4076424
Current Firm: Pfg Advisors

Owen Farnsworth (CRD# 4076424) is an Investment Advisor Representative working at Pfg Advisors in Casa Grande, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Casa Grande, AZ Oct 2017 - Current 6
Pfg Advisors Casa Grande, AZ Jul 2016 - Current 7
Lpl Financial, LLC Casa Grande, AZ Jul 2016 - Current 7
Merrill Lynch Pierce Fenner & Smith Incorporated Chandler, AZ Jun 2013 - Jun 2016 3
Bank Of America, N.a. Chandler, AZ Jun 2013 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Owen K. Farnsworth
Phone Number: (800) 405-8850
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    9,045
    ACCOUNTS
  • Average Account Value
    $202,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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