Farrall Wealth
Farrall Wealth is an independently owned, boutique wealth management firm supported by LPL Financial. At Farrall Wealth, our mission is to be the stewards of your irreplaceable capital. We understand that your wealth is not our client, you are. We offer professional resources and expertise for developing client strategies based on thorough, objective research and analysis. Farrall Wealth takes a tailored approach to wealth management, providing clients with a system that strongly emphasizes holistic investment discussion. The four-phase plan, known as the Farrall Wealth Management System, walks clients along a path that seeks to grow, protect, preserve, and distribute their wealth. To learn more about Farrall Wealth, visit Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JK
Joshua Kozel
Branch Operations Manager · Operations
EmailPhone - MO
Myron Oppenheimer
Associate · Finance & Accounting
EmailPhone - GF
Greg Farrall
CEO Owner · Other
EmailPhone - JF
John Farrall
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Farrall Wealth
7 distinct titles indexed · top 7 shown.
- 1associate
- 1branch operations manager
- 1ceo owner
- 1chief investment officer
- 1intern
- 1investment analyst intern
- 1wealth management intern
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