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).
Total Assets Under Management25MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$230,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
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.