Scott Farwell (CRD# 5296776) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bartlett, IL and has over 16 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Fifth Third Bank | South Elgin, IL | Aug 2022 - Current | 1 |
Fifth Third Securities | South Elgin, IL | Aug 2022 - Current | 1 |
Edge Financial Advisors, LLC | Wheaton, IL | Apr 2021 - Jul 2022 | 1 |
Unemployed | Carpentersville, IL | Feb 2021 - Mar 2021 | < 1 |
Td Ameritrade | Schaumburg, IL | Feb 2016 - Jan 2021 | 4 |
Unemployed | Carpentersville, IL | Jan 2016 - Feb 2016 | < 1 |
Pnc Investments | Huntley, IL | Mar 2015 - Jan 2016 | < 1 |
Pnc Bank | Huntley, IL | Mar 2015 - Jan 2016 | < 1 |
Independent Financial Group LLC | Sleepy Hollow, IL | Aug 2014 - Mar 2015 | < 1 |
Unemployed | Carpentersville, IL | Apr 2014 - Aug 2014 | < 1 |
J.p. Morgan Securities LLC | Lake In The Hills, IL | Oct 2012 - Apr 2014 | 1 |
Jpmorgan Chase Bank Na | Huntley, IL | Sep 2008 - Apr 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2007 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- IL
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Total Assets Under Management7,311MILLIONS
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Total Number of Accounts41,519ACCOUNTS
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Average Account Value$176,089
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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