Farrell Financial Inc.

Farrell Financial Inc. (CRD# 134388) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $62,125,000 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 East Thousand Oaks Blvd., Suite 188, Thousand Oaks, CA 91360
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $238,942
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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

Kevin Farrell (CRD# 2449465) is an Investment Advisor Representative working at Farrell Financial Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals