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Gary Dean Farrell

Mosley Wealth Management, Inc.

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About Gary Dean Farrell

Gary Farrell is a financial advisor with Mosley Wealth Management, Inc. Gary has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Gary is a Certified Financial Planner (CFP) and has worked in the financial services industry since 2013. Gary specializes in retirement planning, college savings, and estate planning. Gary's experience makes him a valuable resource for individuals looking for personalized financial advice.

Firm Information

Gary Farrell is currently registered with Mosley Wealth Management, Inc.. Mosley Wealth Management, Inc. is an investment advisor based in Anaheim, CA. The firm manages $126,905,170 in regulatory assets under management for 426 clients. The firm provides investment advice to high-net-worth individuals, other individuals, and state or municipal government entities. They offer services like financial planning, portfolio management, and selection of other advisors. The firm also offers educational seminars.
Mosley Wealth Management, Inc.

2401 E. KATELLA AVENUE

ANAHEIM, CA 92806

$126.91M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Gary Farrell’s Registration & Firm History

CA

12/26/2024 - Present

Mosley Wealth Management, Inc. (ANAHEIM CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Dean Farrell.
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