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.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 4691463
Raymond James & Associates, Inc.
CRD# 5983189
Edward Jones
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 |
- WA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$239,391
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, TX, WA
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