Justin
Farris
Farris Capital Management Inc
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About this Advisor
Justin Farris is a certified financial planner working in Dallas, Texas with 10 years of industry experience. Farris is on the advisory team at Farris Capital Management Inc. Over the course of their career, they have held roles at Securities America Inc, Securities America Advisors and Farris Capital Management Inc. Farris holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Farris Capital Management Inc is a financial advisory business operating out of Dallas, TX. It administers $103 million in total assets across its 711 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 711 accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Farris Capital Management Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which services are provided. However, fees charged by Farris Capital Management Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farris Capital Management Inc Brokerage Details
$102,845,018
3
711
$144,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Justin Farris Work History
Justin has been registered as a financial advisor for 10 years.*
Farris Capital Management Inc
Farris Capital Management Inc
Securities America Inc
Securities America Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Farris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farris Capital Management Inc
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
