Brandie FarnamCRD Number: 5304275
Current Firm: Learnvest Planning Services, LLC
Brandie Farnam (CRD# 5304275) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 9 years of experience in the finance industry. Brandie Farnam 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Learnvest Planning Services, LLC||New York, NY||Mar 2012 - Current||5|
|Morgan Stanley Smith Barney||New York, NY||Jun 2009 - Mar 2012||2|
|Morgan Stanley & Company Incorporated||New York, NY||Mar 2009 - Jun 2009||< 1|
|Ubs Financial Services||New York, NY||Nov 2006 - Mar 2009||2|
|Unemployed||Scottsdale, AZ||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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