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Rick Farley
Consulting Group
Financial Advisor
975 Oak Street
Suite 300
Eugene, OR 97401
tel: 541-341-3406
toll free: 800-345-5501
fax: 541-342-2291
Email Me
Welcome Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Guided Portfolio Mananagment Program
    Smith Barney
  • Series 7 - General Securities Registered
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Bachelor Studies, Pre-Med
    University of Oregon
    Eugene, OR
  • Bachelor Studies
    Fullerton College
    Fullerton, CA
Services
  • Asset Management
  • Lending Services
  • Wealth Management
  • Estate Planning
  • Family Consulting
  • Trust Services and Accounting
  • Corporations
Business Experience
  • 1993 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Eugene, OR
  • 1974 - 1993: National Photocopy Corporation
    Vice President - Information Products Division
    Eugene, OR
Bulletin Board
  • Please contact me for a Complimentary Portfolio Review.
Rick Farley is licensed in the following state(s): AZ, CA, CO, DC, FL, HI, ID, IN, KY, MI, NH, NV, OR, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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