Homer Farr
Homer Farr is a registered investment advisor at Silver Oak Securities, INC., based in Greenville, SC, with 34 years of industry experience. Homer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
3 Caledon Court, Suite C, Greenville, SC, 29615
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Homer works as a financial advisor at Carolinas Wealth Management, focusing on financial management and insurance sales. This requires a full-time commitment, with about 20 hours per month during trading hours.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Ncf Financial Services, INC.Broker
Ncf Financial Services, INC.
Invest Financial CorporationBroker
Essex National Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.