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Adam Edward Farris

True North Advisors, LLC

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About Adam Edward Farris

Adam Edward Farris is a financial advisor with True North Advisors, LLC in Dallas, TX. Adam has been in the industry since January 2017. Adam holds the Series 66, Series 7 and SIE licenses. Adam specializes in portfolio management for individuals, businesses, and pooled investment vehicles. True North Advisors, LLC manages over $3 billion in assets for clients.

Firm Information

Adam Farris is currently registered with True North Advisors, LLC. True North Advisors, LLC is an investment advisor based in Dallas, Texas. The firm manages over $3 billion in assets for individuals, families, charitable organizations, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management. The firm also has a podcast, "Decision Points," where they discuss a variety of investment and financial planning topics.
True North Advisors, LLC

3131 TURTLE CREEK

DALLAS, TX 75219

$3.34B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Farris’s Registration & Firm History

TX

07/16/2019 - Present

True North Advisors, LLC (DALLAS TX)

TX

01/24/2017 - 05/06/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLOWER MOUND TX)

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Licenses & Designations

BOTH

Issued 02/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Edward Farris.
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