John FarrarCRD Number: 3062646
Current Firm: Wells Fargo Advisors, LLC
John Farrar (CRD# 3062646) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wells Fargo Advisors||Charlotte, NC||Sep 2014 - Current||3|
|Ubs Financial Services Inc.||Charlotte, NC||Nov 2008 - Jun 2014||5|
|Wachovia Securities LLC||Charlotte, NC||Jul 2003 - Nov 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV