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Phillip Shelby Farrell

Crews & Associates, Inc.

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About Phillip Shelby Farrell

Phillip Shelby Farrell is a financial professional with over 30 years of experience in the financial industry. Phillip currently works as a registered representative at Crews & Associates, Inc. in Little Rock, AR. Phillip is a dedicated and knowledgeable financial professional who is committed to helping his clients achieve their financial goals. He holds a Series 7 and Series 63 license as well as the Securities Industry Essentials Examination.

Firm Information

Phillip Farrell is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Phillip Farrell’s Registration & Firm History

AR

10/20/2016 - Present

Crews & Associates, Inc. (LITTLE ROCK AR)

AR

01/04/2016 - 10/14/2016

SIMMONS FIRST INVESTMENT GROUP, INC. (LITTLE ROCK AR)

AR

06/05/2015 - 12/22/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (LITTLE ROCK AR)

AR

12/01/1995 - 06/05/2015

STERNE, AGEE & LEACH, INC. (LITTLE ROCK AR)

AL

06/15/1987 - 12/01/1995

SAL CLEARING CORPORATION (BIRMINGHAM AL)

NA

04/26/1985 - 05/28/1987

SWINK & COMPANY, INC.

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Licenses & Designations

BC

Issued 05/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Shelby Farrell.
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