Gregory Farrell (CRD# 2604821) is an Investment Advisor Representative working at Avantax Advisory Services in Englewood, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kaiser Permanente Of Colorado | Aurora, CO | Apr 2014 - Current | 10 |
| Rocky Mountain Health Plans | Colorado Springs, CO | Apr 2014 - Current | 10 |
| Avantax Insurance Agency, LLC | Englewood, CO | Nov 2012 - Current | 11 |
| Avantax Advisory Services | Englewood, CO | Aug 2012 - Current | 11 |
| Avantax Investment Services, Inc. | Englewood, CO | Nov 2011 - Current | 12 |
| Farrell Tax & Planning | Englewood, CO | Jan 2011 - Current | 13 |
| Towers Wealth Management Inc. | Parker, CO | Sep 2014 - May 2020 | 5 |
| Home Depot Inc. | Denver, CO | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CO
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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