Farther Finance LLC- Financial Advisor Leland, NC

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About Farther Finance, LLC

Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.

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General Information

Firm Start Year

2019

No. of Employees

500-999

Firm CRD#

302050

Name of Broker/Dealer

Farther

Name of Custodial Firm

Fidelity, Schwab, Pershing, Apex, Goldman Sachs

Advisory Services Provided

401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

Over $4 Billion

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892779/paladinregistry-Farther-Finance,-LLC-detailed-disclosure.html

Disclaimer

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS. ADV Part 2 - https://uploadsssl.webflow.com/5df93fe3d35f7507f5583a71/614e39604cb202cd76bdf8bf_Form%20ADV%20Part%202.pdf CRS - https://uploads-ssl.webflow.com/5df93fe3d35f7507f5583a71/60af21a61ccefe9c98469fd5_Farther%20-%20CRS%20(3.30.21)%20-%204849-0065-5332.pdf

Paladin Advisors

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Farther Finance, LLC