Unclaimed
Homer Farr is a financial advisor with Silver Oak Securities, Inc. located in Greenville, South Carolina. Homer has over 30 years of experience in the financial services industry. Homer is registered with the state of South Carolina and is a licensed representative with the state of Alabama and North Carolina. Homer's expertise includes financial planning, portfolio management, pension consulting, 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
03/31/2023 - Present
Silver OAK Securities, Inc. (Greenville SC)
SC
01/03/2017 - 04/04/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENVILLE SC)
SC
01/03/2005 - 01/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/01/1997 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
08/27/1993 - 07/01/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/16/1992 - 09/16/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/16/1992 - 09/16/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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