Donald FarrenCRD Number: 4565496
Current Firm: Tricapital Advisors Inc.
Donald Farren (CRD# 4565496) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 15 years of experience in the finance industry. Donald Farren 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Tricapital Advisors Inc.||N. Bethesda, MD||Jan 2001 - Current||15|
|Farren Financial Services||Bethesda, MD||Feb 1978 - Current||38|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management173MILLIONS
Total Number of Accounts888ACCOUNTS
Average Account Value$195,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, DC, FL, HI, IA, MD, NC, NJ, NY, VA