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RF

Ronald G. Fara

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CRD#: 1763829
RF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Gerard Fara, who also goes by Ron Gerald Fara, Ron Fara, Ronald Gerald Fara, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1987. Ronald had worked at 11 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Gerald Fara | Ron Fara | Ronald Gerald Fara

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 21, 2008 - December 31, 2015

FARA & DIGGLES WEALTH MANAGEMENT LLC

RIA
CRD#: 145133
OAKBROOK, IL
Past

November 4, 2002 - December 31, 2006

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
OAK BROOK, IL
Past

October 28, 2002 - December 31, 2006

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
OAK BROOK, IL
Past

November 18, 1994 - October 28, 2002

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past

May 21, 1992 - April 6, 1993

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

May 21, 1992 - December 6, 1994

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

September 7, 1990 - July 16, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 4, 1989 - September 4, 1990

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 27, 1988 - December 8, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

February 17, 1988 - March 23, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

December 4, 1987 - February 22, 1988

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

November 25, 1987 - December 10, 1987

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/25/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


F&
FARA & DIGGLES WEALTH MANAGEMENT LLC
FARA & DIGGLES WEALTH MANAGEMENT LLC

CRD#: 145133 / SEC#:

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Contact information


Main Address
2021 Midwest Road Suite 200, Oakbrook, IL 60523
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FARA & DIGGLES WEALTH MANAGEMENT LLC

CRD#: 145133

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