Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Lynn Farnworth is a financial advisor with over 30 years of experience in the industry. Peggy is a registered representative of Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Previously, Peggy was a registered representative of Securities America, Inc., in Boise, ID. Peggy holds the Series 6, 62, 63, 72, 52, and SIE licenses. Peggy is a Certified Financial Planner and can provide a variety of advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and market timing services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
ID
03/01/2022 - Present
Cambridge Investment Research Advisors, Inc. (Boise ID)
ID
11/06/2020 - 03/14/2022
SECURITIES AMERICA, INC. (BOISE ID)
ID
05/04/2010 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BOISE ID)
CA
01/03/2007 - 04/29/2010
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
ID
01/12/1989 - 12/31/2006
THE O.N. EQUITY SALES COMPANY (BOISE ID)
BC
Issued 12/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/07/2006
Series 72 - Government Securities Representative Examination
BC
Issued 07/06/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/02/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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