Mike B. Farmand

FARMAND INVESTMENT SERVICES

Jacksonville, FL 32207

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CRD#: 2972382

Professional summary

Mike B. Farmand, who also goes by Mike Farmand, Majed Bishara Farmand, is a registered financial advisor currently at FARMAND INVESTMENT SERVICES, INC. located in Jacksonville, Florida.

Mike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mike has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Farmand | Majed Bishara Farmand

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.

FARMAND, FARMAND & FARMAND, LLP, CPA's 4237 ATLANTIC BLVD. JACKSONVILLE, FL 32207 CEFTIFIED PUBLIC ACCOUNTANTS PARTNER/SHAREHOLDER SINCE 1975 MIKE WORKS APPROXIMATELY 20-25 HOURS A WEEK WITH THE CPA FIRM Elen RP, LLC 4237 Atlantic Blvd. Jacksonville, FL 32207 Family Real Estate Partnership Member SWH Holdings Group, LLC 903 Point La Vista Road North, Jacksonville, FL 32207 Family Real Estate Partnership Member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mike B. Farmand's CRS (Customer Relationship Summary).

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

Current

January 2, 2004 - Present

FARMAND INVESTMENT SERVICES, INC.

Office #1: 4233 Atlantic Blvd, Jacksonville, FL 32207

RIA

CRD#: 144427

Jacksonville, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/2/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/1997

Uniform Investment Adviser Law Examination

Current Firm

FARMAND INVESTMENT SERVICES, INC.

CRD#: 144427 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

4233 Atlantic Blvd, Jacksonville, FL 32207

Mailing Address

4237 Atlantic Boulevard, Jacksonville, FL 32207

Phone number

(904) 396-6838

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 33,721,569

Red Flags

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

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Mike B. Farmand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mike B. Farmand's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMAND INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/1997

Current Firm

FARMAND INVESTMENT SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FARMAND INVESTMENT SERVICES, INC.

TRUST BUT VERIFY

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