Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey J. Farrer is a registered investment advisor representative at Adams Wealth Advisors, Trey has a Series 66 license. Trey has been in the industry for less than 10 years. Trey has experience working with high net worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit-sharing plans and individuals other than high net worth. Trey's firm specializes in providing financial planning, educational seminars and portfolio management for individuals, businesses and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
02/12/2025 - Present
Adams Wealth Advisors (St. George UT)
Active
Inactive
Not sure Trey Farrer is the right advisor for you? Invested Better is here to help.
