Korey Farr, financial advisor Draper UT
97 score

Korey Farr

CRD Number: 6022381
Current Firm: Navigate Private Wealth, LLC

Korey Farr (CRD# 6022381) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 4 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA May 2014 - Current 2
Navigate Private Wealth LLC Draper, UT May 2014 - Current 2
Navigate Private Wealth Draper, UT May 2014 - Current 2
Ameriprise Financial Services Inc. South Jordan, UT Jan 2012 - May 2014 2
Basement Concepts Draper, UT Aug 2008 - May 2014 5
Practical Living Spaces Sandy, UT Sep 2006 - Apr 2008 1
Samurai 21 St. George, UT Aug 2005 - Jun 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Korey Farr
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    1,996
    ACCOUNTS
  • Average Account Value
    $130,123
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

AR, AZ, CA, CO, FL, ID, NH, NV, OR, SC, TX, UT, WA

Firm Disclaimer:

Investment advisory services offered through Navigate Private Wealth LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Custody services and other brokerage services provided to clients of Navigate Private Wealth LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.

 

THIS SITE DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED ON THIS SITE.

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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