Curtis Steven Farrell

CFP

41 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Financial Management Network INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,334 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

26041 Acero, Mission Viejo, CA, 92691

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Curtis serves as secretary for a non-profit and is on the board of directors for Friends of the Santa Ana Zoo. He also owns a percentage of two LLCs that own commercial real estate and is an appointed agent of various insurance companies, holding a California life, health, and variable products insurance license.

Employment History

Current Registrations

Financial Management Network INC

July 1997 - Present · 28 yrs 7 mos

Fmn Capital CorporationBroker

June 1995 - Present · 30 yrs 8 mos

Previous Registrations

Sunamerica Securities, INC.Broker

June 1993 - June 1995 · 2 yrs

Mutual Service CorporationBroker

January 1986 - June 1993 · 7 yrs 5 mos

Titan Capital CorporationBroker

July 1984 - January 1986 · 1 yr 6 mos

State Registrations27 states

ALARAZCACOFLHIIDINMAMIMOMTNCNDNJNMNVNYOHORPASCTXUTVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.