Buddy Farmer is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Tampa, FL, with 10 years of industry experience. Buddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 N Franklin St, Ste 2400, Tampa, FL, 33602
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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.
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Buddy is the principal of BF Financial Group, LLC, providing tax preparation and bookkeeping services, and Teacher Advisor, LLC, a registered investment advisor. Each activity takes about a quarter of Buddy's time.
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
Previous Registrations
Teacher Advisors, LLC
Bf Financial Group
Holifield Huntley Financial Advisers
State Registrations1 state
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.
Exams
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