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LF

Laurel L. Farrell

PORTFOLIO LOGIX
Missoula, MT 59802
Some features on this profile are disabled
CRD#: 7650521
LF

Professional summary

Laurel Leigh Farrell is a registered financial advisor currently at PORTFOLIO LOGIX, LLC located in Missoula, Montana.

Laurel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Laurel has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurel Leigh 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®
None

Experience

Current

October 20, 2022 - Present

PORTFOLIO LOGIX, LLC

Office #1: 415 N. Higgins Ave, Missoula, MT 59802
RIA
CRD#: 305082
Missoula, MT
Past

May 13, 1993 - April 23, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Idaho
(11/20/2024)
IAR
Montana
(10/20/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/1993
General Securities Representative Examination

Current Firm

PL
PORTFOLIO LOGIX, LLC
PORTFOLIO LOGIX, LLC

CRD#: 305082 / SEC#:

Idaho
Registered Investment Advisory firm - (10/31/2019 Approved)
Montana
Registered Investment Advisory firm - (10/28/2019 Approved)
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Contact information

Main Address
415 N. Higgins Ave, Missoula, MT 59802
Mailing Address
Phone number
(406) 552-4507
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts245
AUM (Assets Under Management)$ 39,488,288

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

PORTFOLIO LOGIX, LLC

CRD#: 305082Missoula, MT 59802

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