Korey FarrCRD 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.
Uma Financial Services Inc.
|Mutual Securities, Inc.||Camarillo, CA||May 2014 - Current||3|
|Navigate Private Wealth LLC||Draper, UT||May 2014 - Current||3|
|Navigate Private Wealth||Draper, UT||May 2014 - Current||3|
|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|
Total Assets Under Management305MILLIONS
Total Number of Accounts1,841ACCOUNTS
Average Account Value$165,454
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, NH, NV, OR, TX, UT, WA
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.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.