Chad Farrar

Advisor at Edward Jones — Farmerville, LA

Updated today

Credentials

Series 66

Experience

5 years

Location

Farmerville, LA 71241

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,172 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Chad Farrar is a financial advisor at Edward Jones in Farmerville, LA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in home health therapy organizations from 2006 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services through a nationwide network of financial advisors and branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Farmerville, LA

310 N Main St

Farmerville LA 71241

Advisors at this office

2

Most active in

Louisiana · Texas

Work history

5 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

STAT Home Health

2018 - 2020 • 2 years

Monroe, LA

Professional Home Therapy

2018 - 2020 • 2 years

Ruston, LA

Carroll Home Health

2006 - 2018 • 12 years

Ruston, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brooks H

Series 66

Dubach, LA

LPL Financial

Brooks Harris is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Fsc Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved in non-investment business ventures including ownership of Sunset Hills LLC and participation in Martin Company Holdings LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)

Canyon E

Series 66

Farmerville, LA

Edward Jones

Canyon Elkins is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at the Kappa Alpha Order National Administrative Office and Louisiana Tech University. Outside of advising, he serves as a senior lifeguard instructor for SELA Aquatics, conducting seasonal training classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner
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