Patrick Farrell is a PFS-designated registered investment advisor, based in Fort Lauderdale, FL, with 39 years of industry experience.
Location
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick reviews tax returns for planning opportunities and owns a rental property, neither of which are investment-related. He is also President and COO of Sound Income Group LLC, dedicating all of his time to this role, and a minority owner of Sound Income Group, but this does not encompass any business hours. Finally, Patrick sells fixed insurance products.
Employment History
Current Registrations
Sound Income Wealth, LLCBroker
Sound Income Strategies, LLC
Previous Registrations
Associated Investor Services, INC.
Securities America Advisors, INC.
Investacorp, INC.Broker
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
State Registrations1 state
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