Justin Farnsworth (CRD# 5469964) is an Investment Advisor Representative working at First Citizens Investor Services in Summerville, SC and has 9 years of experience in the finance industry.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Focus Areas
- Investors Saving for Retirement
- Retirees
- College Savers
- Individuals with Insurance Needs
- Individuals with Estate Needs
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Farnsworth Family Agency, Inc. | Summerville, SC | Nov 2020 - Current | 3 |
| Allstate Insurance Company | Summerville, SC | Nov 2020 - Current | 3 |
| Dorchester School District 2 | Summerville, SC | Nov 2014 - Current | 9 |
| Dorchester School District 2 | Summerville, SC | Nov 2014 - Current | 9 |
| Dorchester District 2 | Summerville, SC | Nov 2014 - Sep 2023 | 8 |
| First Citizens Investor Services | Raleigh, NC | Aug 2016 - Oct 2020 | 4 |
| First Citizens Asset Management | Columbia, SC | Aug 2016 - Oct 2020 | 4 |
| Edward Jones | St Louis, MO | Feb 2015 - Aug 2016 | 1 |
| Automated Trading Desk | Mt. Pleasant, SC | Feb 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY
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