John C. Farrell, Cfp(r), Chfc

John C. Farrell, Cfp(r), Chfc (CRD# 129530) is a financial advisory firm headquartered in Delaware, OH. They manage $9,100,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $168,519
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

OH

Financial Advisors at John C. Farrell, Cfp(r), Chfc
Showing 1 - 1 of 1 top financial advisors.
1
John C. Farrell
CRD#: 2370772
103 N Union, Delaware, OH 43015
70
Wealthminder
score

John Farrell (CRD# 2370772) is an Investment Advisor Representative working at John C. Farrell, Cfp(r), Chfc in Delaware, OH and has 1 year of experience in the finance industry. John 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.

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