Charles Farnsley (CRD# 4792324) is an Investment Advisor Representative working at Farnsley Advisors in Louisville, KY and has over 19 years of experience in the finance industry. Charles Farnsley 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.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Levinson And Associates | Coral Springs, FL | Sep 2017 - Current | 6 |
| Bahe Farnsley, LLC | Louisville, KY | Jul 2015 - Current | 8 |
| Anubu, LLC | Prospect, KY | Jan 2009 - Current | 15 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Jun 2016 - Aug 2019 | 3 |
| Brand Louisville | Louisville, KY | Jan 2008 - Dec 2017 | 9 |
| Commonwealth Financial Advisors, LLC | Louisville, KY | Nov 2007 - Aug 2017 | 9 |
| Agentlink | Louisville, KY | Jan 2008 - Apr 2017 | 9 |
| L.m. Kohn & Company | Cincinnati, OH | May 2016 - Jun 2016 | < 1 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Dec 2009 - May 2016 | 6 |
| Fsab, LLC | Louisville, KY | Jun 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IN
- LA
- OH
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts467ACCOUNTS
-
Average Account Value$129,791
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, KY, LA, OH
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