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Paige Deter Farrell

Paige D. Farrell

ENDEAVOR FINANCIAL PLANNING
SACRAMENTO, CA 95825
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CRD#: 6472184
Paige Deter Farrell

Professional summary

Paige Deter Farrell, CFP®, who also goes by Paige E Deter, is a registered financial advisor currently at ENDEAVOR FINANCIAL PLANNING located in Sacramento, California.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paige has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Tax Planning
Socially Responsible Investing
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

Paige E Deter

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.
Paige D. Farrell has worked as an Administrative Associate with the firm Kevin M. Young Inc.(doing business as Young Wealth Management, a Registered Investment Advisory) with variable and seasonal hours as needed since March 2017. These services for YWM, located at 502 Mace Blvd. Suite 5 in Davis, CA account for less than 10% of her time and income, averaging less than 1-10 hours per month. Her duties do not involve financial planning or securities trading activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Deter Farrell'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®

Certified Financial Planner

Start date: 2018

Experience

Current

March 14, 2017 - Present

ENDEAVOR FINANCIAL PLANNING

Office #1: 555 University Ave. Suite 284, Sacramento, CA 95825
RIA
CRD#: 287615
SACRAMENTO, 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
(3/14/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2017
Uniform Investment Adviser Law Examination

Current Firm

ENDEAVOR FINANCIAL PLANNING
ENDEAVOR FINANCIAL PLANNING
ENDEAVOR FINANCIAL PLANNING | FARRELL, PAIGE DETER

CRD#: 287615 / SEC#:

California
Registered Investment Advisory firm - (3/14/2017 Approved)
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Contact information

Main Address
555 University Ave. Suite 284, Sacramento, CA 95825
Mailing Address
Phone number
(916) 333-5760
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts113
AUM (Assets Under Management)$ 35,976,444

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

ENDEAVOR FINANCIAL PLANNING

ENDEAVOR FINANCIAL PLANNING

CRD#: 287615Sacramento, CA 95825

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