Marc D Farmer
Professional Summary
Marc D Farmer, who also goes by Marc Farmer, is a registered financial advisor currently at MONROE FINANCIAL INC. located in Chicago, Illinois. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Marc has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marc Farmer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
MONROE FINANCIAL INC.
Contact Information
Main Address
1132 S Wabash Ave Ste 605, Chicago, IL 60605Phone Number
(312) 906-7166# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
118AUM (Assets Under Management)
$8,309,089Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Marc D Farmer's CRS (Customer Relationship Summary).
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