Parker O'Sullivan
Farther
600 Moraga Rd
Moraga, CA 94556
3106976795
About Farther
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
100-499
CRD#
5923601
Firm CRD#
302050
Name of Broker/Dealer
Farther
Name of Custodial Firm
Fidelity, Schwab, Pershing and Apex
States Licensed in
CA
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPS®
Securities Licenses
Series 65, Series 63, Series 7
Firm Information
Assets Managed by Firm
Over $4 billion
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor of Arts (B.A.) -
University of California Santa Barbara
09/30/2005 -03/31/2010
Disclosures
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892471/rothira-Farther-detailed-disclosure.html