Mark Farney, financial advisor Seattle WA
90 score

Mark Farney

CRD Number: 5960747
Current Firm: Freestone Capital Management, LLC

Mark Farney (CRD# 5960747) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Freestone Capital Management, LLC Seattle, WA Jun 2014 - Current 2
Freestone Securities, LLC Seattle, WA Jun 2014 - Jan 2015 < 1
Ing Financial Partners Bellevue, WA Aug 2011 - May 2014 2
Unemployed Na, WA Feb 2011 - Aug 2011 < 1
Datasphere Technologies Bellevue, WA Jun 2010 - Feb 2011 < 1
Inserve Corporation Bellevue, WA Jan 2010 - Jun 2010 < 1
Pita Pit Seattle, WA Jun 2009 - Jan 2010 < 1
University Of Washington Seattle, WA Sep 2008 - Jun 2009 < 1
Home Depot Bellevue, WA Jun 2008 - Sep 2008 < 1
University Of Washington/bellevue High School Seattle/bellevue, WA Jun 2001 - Jun 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Mark Farney
Phone Number: 206-707-7300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,274
    MILLIONS
  • Total Number of Accounts
    1,615
    ACCOUNTS
  • Average Account Value
    $2,027,296
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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