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

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

Education

Academic Background
 
Graduate of Rice University
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

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.
Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $50,000
 
 
 
 
 
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