Laurel Farrell (CRD# 7650521) is an Investment Advisor Representative working at Portfolio Logix, LLC in Missoula, MT and has over 30 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cathy Richman Properties | Missoula, MT | Aug 2022 - Current | 1 |
| Portfolio Logix, LLC | Missoula, MT | Oct 2020 - Current | 3 |
| Self Employed Airbnb Host | Missoula, MT | Aug 2018 - Current | 5 |
| Missoula City-county Health Dept. | Missoula, MT | Dec 2020 - May 2022 | 1 |
| Bergman Plastic Surgery | Des Moines, IA | Aug 2021 - Dec 2021 | < 1 |
| Dandelion One, LLC | Des Moines, IA | Jan 2019 - Dec 2020 | 1 |
| Masksfordocs.com | Los Angeles, CA | Apr 2020 - Oct 2020 | < 1 |
| Unemployed | Des Moines, IA | Jan 2017 - Aug 2018 | 1 |
| Farrell's Us Martial Arts | Des Moines, IA | Apr 1996 - Jan 2017 | 20 |
| Roxiberry Unlimited | Missoula, MT | Dec 2014 - Sep 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MT
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts225ACCOUNTS
-
Average Account Value$131,882
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
ID, MT
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