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 Management260MILLIONS
Total Number of Accounts1,996ACCOUNTS
Average Account Value$130,123
- 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)
AR, AZ, CA, CO, FL, ID, NH, NV, OR, SC, 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.
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