Farell Financial Advisory Services

Farell Financial Advisory Services (CRD# 146244) is a financial advisory firm headquartered in , . They manage $13,288,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,107,333
Compensation Options
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Farell Financial Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Harold D. Farell
CRD#: 5477235
Dallas, TX
90
Wealthminder
score

Harold Farell (CRD# 5477235) is an Investment Advisor Representative working at Farell Financial Advisory Services in Dallas, TX and has 1 year of experience in the finance industry. Harold Farell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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