Timothy Farren, financial advisor Skowhegan ME

Timothy Farren

CRD Number: 4029767
Current Firm: United Planners' Financial Services Of America A Limited Partner

Timothy Farren (CRD# 4029767) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Skowhegan, ME and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bar Harbor Whale Watch Bar Harbor, ME May 2023 - Current < 1
Tim Farren Bangor, ME Aug 2017 - Current 6
Massmutual Life Insurance Company Bangor, ME Jul 2011 - Current 12
Mml Investors Services Bangor, ME Jul 2011 - Current 12
Timothy Farren Independent Insurance Bangor, ME Oct 1998 - Current 25
Farren Safaris Bangor, ME Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy E. Farren
Phone Number: 480-991-0225
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    9,326
    MILLIONS
  • Total Number of Accounts
    43,221
    ACCOUNTS
  • Average Account Value
    $215,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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