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Curtis Steven Farrell

Financial Management Network Inc.

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About Curtis Steven Farrell

Curtis Farrell has been a financial advisor since 1984. Curtis is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses. Curtis is registered to provide investment advisory services in 30 states and is also registered with FINRA and the SEC. Curtis has been with Financial Management Network Inc. since 1993, and specializes in providing financial planning, pension consulting and portfolio management services for individuals and businesses.

Firm Information

Curtis Farrell is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

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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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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other

Quarterly fees

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Curtis Farrell’s Registration & Firm History

CA

12/06/2022 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

AZ

06/24/1993 - 06/14/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

01/16/1986 - 06/15/1993

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

07/26/1984 - 01/15/1986

TITAN CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 04/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Steven Farrell.
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