Chevonne FarlerCRD 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.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management12,843MILLIONS
Total Number of Accounts48,357ACCOUNTS
Average Account Value$265,594
- A percentage of assets under your management
- 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
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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