Chevonne Farler, financial advisor Franklin TN

Chevonne Farler

CRD Number: 5050811
Current Firm: U.s. Bancorp Investments, Inc.

Chevonne Farler (CRD# 5050811) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Franklin, TN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Franklin, TN Jan 2019 - Current 2
Rodan & Fields Franklin, TN Jul 2016 - Current 5
Author Franklin, TN May 2016 - Current 5
David Adams Wealth Group LLC Nashville, TN Feb 2013 - Dec 2018 5
Raymond James Financial Services, Inc. Nashville, TN Dec 2012 - Dec 2018 6
Raymond James Financial Services Advisors Inc. Nashville, TN Dec 2012 - Dec 2018 6
David Adams Wealth Group Nashville, TN Dec 2012 - Dec 2018 6
Southwestern Investment Services, Inc. Franklin, TN Mar 2010 - Nov 2012 2
Raymond James Financial Services, Inc. Nashville, TN Aug 2009 - Nov 2012 3
Raymond James Financial Services Advisors, Inc. Nashville, TN Aug 2009 - Nov 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Chevonne W. Farler
Phone Number: 800-888-4700
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    12,843
    MILLIONS
  • Total Number of Accounts
    48,357
    ACCOUNTS
  • Average Account Value
    $265,594
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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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