Nicholas Farlow
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67202
Credentials
Series 63, Series 65
Industry experience
23 years
Nicholas Farlow is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His career includes long-term roles at PFS Investments Inc. and Primerica Financial Services since 2002, as well as prior experience at The Boeing Company from 1990 to 2019. He is involved in sales of investment and loan products through affiliated companies and also refers home security and automation services. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a percentage-based billing model rather than fixed fees.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
515 S Main St, Suite 109 A
Wichita, KS 67202
Kansas · Texas
SearchPros
2021 - Present (5 years)
Loe Financial Group
2021 - Present (5 years)
Pfsu
2020 - 2026 (6 years)
Pfs Investments Inc
2002 - Present (24 years)
Primerica Financial services
2002 - Present (24 years)
The Boeing Company
1996 - 2019 (23 years)
The Boeing Company
1990 - 2019 (29 years)
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