Anthony Farnsworth, financial advisor Englewood CO
48 score

Anthony Farnsworth

CRD Number: 4616189
Current Firm: Parsonex Advisory Services, Inc.

Anthony Farnsworth (CRD# 4616189) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Parsonex Securities, Inc. Aurora, CO Feb 2013 - Current 3
Parsonex Advisory Services, Inc. Aurora, CO Feb 2013 - Current 3
Pfs Investments Inc. Pewaukee, WI Dec 2002 - Feb 2013 10
Primerica Financial Services Pewaukee, WI Sep 2001 - Feb 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Apr 2011
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Anthony M. Farnsworth
Phone Number: 303-662-8700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $88,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, KS, MD, MN, NC, NE, NV, OK, OR, TX, VA, VT, WI

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BADGES
48

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