Curtis Farrell, financial advisor Laguna Hills CA
96 score

Curtis Farrell

CRD Number: 1282232
Current Firm: Financial Management Network Inc.

Curtis Farrell (CRD# 1282232) is an Investment Advisor Representative working at Financial Management Network Inc. in Laguna Hills, CA and has over 23 years of experience in the finance industry. Curtis Farrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fmn Capital Corporation Laguna Hills, CA Jun 1995 - Current 21
Financial Management Network, Inc. Laguna Hills, CA Jun 1993 - Current 23
Curtis S Farrell & Assoc Newport Beach, CA Jul 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
Contact Info for Curtis S. Farrell
Phone Number: 949-455-0300
Firm Website: http://www.wbtplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    688
    MILLIONS
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $631,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, KS, LA, NC, NV, OR, TN, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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