Marc Farmer, financial advisor Chicago IL

Marc Farmer

CRD Number: 6512633
Current Firm: Monroe Financial Inc.

Marc Farmer (CRD# 6512633) is an Investment Advisor Representative working at Monroe Financial Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Monroe Financial Inc. Chicago, IL Aug 2019 - Current 4
Farmer Cpa Inc. Monroe, WI May 2013 - Current 10
Hd Vest Advisory Services Monroe, WI Nov 2015 - Aug 2019 3
Hd Vest Investment Services Monroe, WI Nov 2015 - Aug 2019 3
Cetera Investment Advisers LLC Schaumburg, IL Oct 2015 - Nov 2015 < 1
Cetera Financial Specialist Schaumburg, IL Jun 2015 - Nov 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2015
Contact Info for Marc D. Farmer
Phone Number: (312) 906-7166
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $79,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IL, WI

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