Peggy Farnworth is a CFP-designated registered investment advisor, based in Boise, ID, with 37 years of industry experience.
Location
670 E Riverpark Lane, Ste. 140, Boise, ID, 83706
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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
Peggy is an independent insurance agent for various companies, dedicating about a quarter of her time to this. She is also an advisory representative of a registered investment advisor, spending nearly full-time hours on this activity, including trading. Additionally, Peggy uses "Boise Retirement Coach" as a trade name.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.