Unclaimed
Clint Farabaugh is a financial advisor with over 16 years of experience in the industry. Clint is registered with LPL Financial LLC and Proactive Wealth Strategies, LLC. Clint's current office is located in Marietta, Georgia and he has been working in the financial industry since 2006. Clint's experience includes investment advisory services. Clint is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 66, Series 7, and SIE licenses. Clint specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, educational seminars, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
02/27/2018 - Present
LPL Financial LLC (MARIETTA GA)
GA
07/21/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARIETTA GA)
GA
10/25/2006 - 07/22/2011
TRIAD ADVISORS, INC. (MARIETTA GA)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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