Farther
Farther (CRD# 302050) is a financial advisory firm headquartered in San Francisco, CA. They manage $675,735,981 in 3,603 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management676MILLION
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Total Number of Accounts3,603ACCOUNTS
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Average Account Value$187,548
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MN, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Matthew Barton (CRD# 2609067) is an Investment Advisor Representative working at Farther in Lake Oswego, OR and has over 27 years of experience in the finance industry.
Steven Boblis (CRD# 3044031) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 25 years of experience in the finance industry.
Daniel Carlson (CRD# 6024811) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 11 years of experience in the finance industry.
Margie Carpenter (CRD# 2303342) is an Investment Advisor Representative working at Farther in Chagrin Falls, OH and has over 25 years of experience in the finance industry. Margie Carpenter 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.
Robert Casale (CRD# 5726672) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 11 years of experience in the finance industry.
Bryan Dalessandro (CRD# 5081148) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 15 years of experience in the finance industry.
David Darby (CRD# 2782447) is an Investment Advisor Representative working at Farther in Jupiter, FL and has over 26 years of experience in the finance industry.
Katherine Fibiger (CRD# 4564724) is an Investment Advisor Representative working at Farther in Westport, CT and has over 20 years of experience in the finance industry. Katherine Fibiger 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.
Daniel Gilham (CRD# 5350990) is an Investment Advisor Representative working at Farther in Atlantic Beach, FL and has over 14 years of experience in the finance industry. Daniel Gilham 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.
Raymond Gin (CRD# 6719627) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 4 years of experience in the finance industry.