Curtis FarrellCRD 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 25 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Fmn Capital Corporation||Laguna Hills, CA||Jun 1995 - Current||22|
|Financial Management Network, Inc.||Laguna Hills, CA||Jun 1993 - Current||24|
|Curtis S Farrell & Assoc||Newport Beach, CA||Jul 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
Total Assets Under Management781MILLIONS
Total Number of Accounts3,328ACCOUNTS
Average Account Value$234,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, KS, LA, NC, NM, NV, OR, TN, TX, UT, VA, WA