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Patrick Charles Farris

Touchstone Advisors Inc.

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About Patrick Charles Farris

Patrick Charles Farris is a financial professional with over 10 years of experience in the industry. Patrick is currently registered with Touchstone Advisors Inc. as an Investment Advisor Representative. Prior to joining Touchstone Advisors Inc., Patrick worked at Wintrust Investments LLC and Janus Henderson Distributors. Patrick holds Series 63, 66, and 7 licenses, as well as the SIE. Patrick provides business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities.

Firm Information

Patrick Farris is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Patrick Farris’s Registration & Firm History

CO

02/13/2024 - Present

Touchstone Advisors Inc. (Denver CO)

IL

04/10/2019 - 08/30/2021

WINTRUST INVESTMENTS LLC (CHICAGO IL)

CO

02/04/2013 - 03/20/2019

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

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Licenses & Designations

BOTH

Issued 01/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Charles Farris.
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