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Charles Robert Farnsley

Farnsley Advisors

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About Charles Robert Farnsley

Charles Robert Farnsley is a financial advisor at Farnsley Advisors, a registered investment advisor firm. Charles has over 15 years of experience in the financial services industry. Charles holds the Series 7, Series 63, and Series 66 securities licenses. Charles also has a Certified Financial Planner designation. Charles provides financial planning and portfolio management services to individuals and families.

Firm Information

Charles Farnsley is currently registered with Farnsley Advisors. Farnsley Advisors is an investment advisory firm with a focus on financial planning and portfolio management for individuals and businesses. They have a team of experienced professionals and manage over $80 million in assets for over 500 clients.

$80.25M

Assets Under Management

1

Total Clients

3

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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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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percentage of assets

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

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Charles Farnsley’s Registration & Firm History

KY

03/09/2021 - Present

Farnsley Advisors (LOUISVILLE KY)

KY

06/28/2016 - 08/15/2019

SOUTHEAST INVESTMENTS, N.C., INC. (Louisville KY)

KY

06/02/2016 - 06/09/2016

L.M. KOHN & COMPANY (LOUISVILLE KY)

KY

02/24/2010 - 06/03/2016

SOUTHEAST INVESTMENTS, N.C., INC. (LOUISVILLE KY)

KY

11/07/2007 - 04/09/2009

LASALLE ST SECURITIES, L.L.C. (LOUISVILLE KY)

KY

07/14/2004 - 11/08/2007

INTERSECURITIES, INC. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Robert Farnsley.
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