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Robert Firmin Farragher

Cape Investment Advisory, Inc.

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About Robert Firmin Farragher

Robert Farragher is an investment advisor representative at Cape Investment Advisory, Inc. Robert has been in the industry for over 12 years and has a wide range of experience in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, and pension and profit-sharing plans. Robert holds the Series 3, 7, and 31 licenses as well as the Series 66 license. Robert is also a registered investment advisor in Florida and California.

Firm Information

Robert Farragher is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Robert Farragher’s Registration & Firm History

FL

02/22/2019 - Present

Cape Investment Advisory, Inc. (orlando FL)

FL

02/19/2010 - 12/12/2011

MORGAN STANLEY SMITH BARNEY (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 04/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2011

Series 3 - National Commodity Futures Examination

BC

Issued 03/24/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 02/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Firmin Farragher.
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