Robert Farrell (CRD# 5072257) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wall Township, NJ and has over 16 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6433575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Wall, NJ | May 2023 - Current | 1 |
Park Avenue Securities | Wall, NJ | May 2023 - Current | 1 |
Guardian Life Insurance Company | Red Bank, NJ | Apr 2022 - May 2023 | 1 |
Park Avenue Securities | Red Bank, NJ | Apr 2022 - May 2023 | 1 |
Park Avenue Securities | Wall, NJ | Mar 2016 - Apr 2022 | 6 |
Guardian Life Ins | Wall, NJ | Feb 2016 - Apr 2022 | 6 |
Unemployed | Colts Neck, NJ | Oct 2015 - Jan 2016 | < 1 |
Tullett Prebon Financial Services LLC | New York, NY | Oct 2014 - Sep 2015 | < 1 |
Unemployed | Colts Neck, NJ | Jul 2014 - Sep 2014 | < 1 |
Crt Capital Group | Stamford, CT | Jul 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- AL
- CA
- CT
- FL
- HI
- IL
- MA
- MI
- NJ
- NY
- NC
- PA
- SC
- WV
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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