Jacki Farrar, financial advisor Tacoma WA
93 score

Jacki Farrar

CRD Number: 5997549
Current Firm: Financial Advocates Investment Management

Jacki Farrar (CRD# 5997549) is an Investment Advisor Representative working at Financial Advocates Investment Management in Tacoma, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Advocates Investment Management Tacoma, WA Oct 2017 - Current < 1
Lpl Financial, LLC Tacoma, WA Oct 2017 - Current < 1
Cornerstone Advisors, Inc. Bellevue, WA Oct 2016 - Oct 2017 1
Edward Jones St Louis, MO Apr 2013 - Oct 2016 3
Golf Channel/nbc/comcast Orlando, FL Aug 2012 - Mar 2013 < 1
Purcell Advisory Services, LLC Tacoma, WA Feb 2011 - May 2012 1
Reisling Press Tukwila, WA Oct 2010 - Feb 2011 < 1
Volt Renton, WA Oct 2009 - Oct 2010 1
Unemployed Auburn, WA Apr 2009 - Oct 2009 < 1
Volt Renton, WA Aug 2008 - Apr 2009 < 1
Volt Renton, WA Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jacki A. Farrar
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,779
    MILLIONS
  • Total Number of Accounts
    16,010
    ACCOUNTS
  • Average Account Value
    $173,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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