Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
Farris Capital Management Inc
14800 Quorum Drive, Suite 360
Dallas, TX 75254
(214) 525-2141
“Planning and investing for your future financial journey”
Advisor Profile
Justin Farris
Name:  Justin Farris
Phone Number:  (214) 525-2141
Website:  Visit Website
Disclosure Link:
http://www.farriscap.com/dis...
Disclaimer
Planning and Advisory Services offered through Farris Capital Management Inc, a Registered Investment Advisor through the State of Texas.

About Farris Capital Management Inc

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.
 

General Information

Gender:    Male
CRD#:    4725738
Firm CRD#:    169051
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    TX
States Willing to do Business in:    All States
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    8
I work with the following types of clients:    Individual Investors, Hedge Funds, Businesses
 

Education

Academic Background
 
Graduate of Rice University
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance
I can meet clients in the following ways:    At your home, At my office, Via phone, At your office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Insurance License (Life & Health; Long Term Care; Specify below)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Life, Variable Annuity, Variable Life, Health, Annuity, Property, Long Term Care, Casualty
 

Firm Information

Firm's Number of Clients:    150
Firm's Number of Planning Clients:    150
Firm's Number of Managed Clients:    150
Assets Managed by Firm:    $60,000,000
Assets Managed by Advisor:    $60,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:    1%
Additional Details on Charges:    Depending on the type of investing and the assets managed, our fees range from .50% to 1.50%. Commission based trading is also available and is calculated on the size and type of the transactions involved.
 
 
 
Prepared By: Justin Farris

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