Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luann? Claim Your ProfileLuann Farrell has been in the financial services industry since January 10, 2002 and is currently registered with LPL Financial LLC in Slidell, LA. Luann has a wide range of experience having previously worked with firms including Cantella & Co., Inc., NFP Advisor Services, LLC, KMS Financial Services, Inc., Wachovia Securities, LLC, First Fund Distributors, Inc., Everen Securities, Inc., Stifel, Nicolaus & Company, Incorporated and Paine Webber Incorporated. Luann has a strong focus on financial planning and portfolio management for individuals and businesses.
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
LA
07/18/2018 - Present
LPL Financial LLC (SLIDELL LA)
GA
11/02/2015 - 10/10/2016
CANTELLA & CO., INC. (CUMMING GA)
GA
05/16/2005 - 03/26/2015
NFP ADVISOR SERVICES, LLC (JOHNS CREEK GA)
WA
08/06/2004 - 01/31/2005
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MO
11/05/2001 - 11/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AZ
01/26/1999 - 12/07/1999
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
MO
06/20/1997 - 05/26/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MO
12/05/1995 - 02/13/1997
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
05/25/1995 - 07/31/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luann Farrell is the right advisor for you? Invested Better is here to help.
