Steven K. Farrington
ESI FINANCIAL SERVICES
La Mesa, CA 91942
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CRD#: 5624776
Professional summary
Steven Kent Farrington, CFP® is a registered financial advisor currently at ESI FINANCIAL SERVICES, INC. located in La Mesa, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Steven has worked at 1 firm .
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Entrepreneurs
Investment Advice with Ongoing Management
Tax Planning
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Small Business Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Kent Farrington'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®
CFP®
Start date: 2008
Experience
Current
January 16, 2009 - Present
ESI FINANCIAL SERVICES, INC.
Office #1: 7837 La Mesa Blvd., La Mesa, CA 91942RIA
CRD#: 149082
La Mesa, CA
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
California(1/16/2009)
Exams
Current Firm
ESI FINANCIAL SERVICES, INC.
ESI FINANCIAL SERVICES, INC.
CRD#: 149082 / SEC#:
California
Registered Investment Advisory firm - (1/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7837 La Mesa Blvd., La Mesa, CA 91942
Mailing Address
7837 La Mesa Blvd., La Mesa, CA 91942
Phone number
(619) 328-5054
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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