Steven Farr, financial advisor Warrensburg MO

Steven Farr

CRD Number: 2572295
Current Firm: Fortitude Advisory Group LLC

Steven Farr (CRD# 2572295) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Warrensburg, MO and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Fortitude Advisory Group LLC Gig Harbor, WA Apr 2021 - Current 2
Edward Jones St Louis, MO Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Aug 2013
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 Steven T. Farr
Phone Number: 253-470-4977
Firm Website: https://www.p3wm.com/
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    367
    MILLIONS
  • Total Number of Accounts
    1,562
    ACCOUNTS
  • Average Account Value
    $235,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, MA, MO, NC, NJ, NV, NY, OR, TX, VA, WA, WY

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