Christopher Farrell, financial advisor Moorestown NJ
93 score

Christopher Farrell

CRD Number: 1997461
Current Firm: Charles Schwab & Company, Inc.

Christopher Farrell (CRD# 1997461) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Moorestown, NJ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Moorestown, NJ Sep 2011 - Current 6
Charles Schwab & Company, Inc. Moorestown, NJ Sep 2011 - Current 6
Susquehanna Bank Mullica Hill, NJ Jun 2011 - Sep 2011 < 1
Primevest Financial Services, Inc. St. Cloud, MN Jun 2011 - Sep 2011 < 1
Unemployed Moorestown, NJ Apr 2011 - Jun 2011 < 1
Beneficial Advisors Philadelphia, PA Sep 2010 - Apr 2011 < 1
Invest Financial Corp. Tampa, FL Sep 2010 - Apr 2011 < 1
Unemployeed Moorestown, NJ Dec 2008 - Sep 2010 1
Aberdeen Fund Distributors, LLC Conshohocken, PA Jul 2008 - Dec 2008 < 1
Foreside Fund Services West Conshohocken, PA Jan 2007 - Jun 2008 1
Aberdeen Asset Management Inc. West Conshohocken, PA Nov 2006 - Jun 2008 1
Unemployed Moorestown, NJ May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Christopher W. Farrell
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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