Stephanie Farrar, financial advisor Palmetto FL

Stephanie Farrar

CRD Number: 2875385
Current Firm: Integrity Financial Strategies

Stephanie Farrar (CRD# 2875385) is an Investment Advisor Representative working at Integrity Financial Strategies in Palmetto, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Financial Strategies LLC Sun City Center, FL Sep 2020 - Current 3
Integrity Divorce Solutions LLC Tacoma, WA Mar 2019 - Current 5
Ten Capital Investment Advisors Spokane, WA Oct 2016 - Dec 2020 4
Principal Funds Distributor, Inc. Folsom, CA Feb 2010 - Oct 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Stephanie L. Farrar
Phone Number: 253-677-1092
Registered State(s):
  • WA
Current Firm Details
Integrity Financial Strategies
Firm's CRD Number: 311481
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $239,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, TX, WA

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