Farrell Financial Inc.

Farrell Financial Inc. (CRD# 134388) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $25,386,560 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $230,787
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA

Financial Advisors at Farrell Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin P. Farrell
CRD#: 2449465
5706 Corsa Ave., Suite 106, Westlake Village, CA 91362
96
Wealthminder
score

Kevin Farrell (CRD# 2449465) is an Investment Advisor Representative working at Farrell Financial Inc. in Westlake Village, CA and has over 22 years of experience in the finance industry. Kevin Farrell 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.

2
Neil Palache
CRD#: 1463377
5706 Corsa Ave., Suite 106, Westlake Village, CA 91362
93
Wealthminder
score

Neil Palache (CRD# 1463377) is an Investment Advisor Representative working at Farrell Financial Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.

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