Farrell Financial Inc.

Farrell Financial Inc. (CRD# 134388) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $20,983,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
86 Long Court, Suite C, Thousand Oaks, CA 91360
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $269,013
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 Farrell, financial advisor Westlake Village CA
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 24 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, financial advisor Westlake Village CA
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 17 years of experience in the finance industry.

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