Claim Profile
JF

Jeffrey Hopkins Farrar

PROCYON ADVISORS, LLC·SHELTON, Connecticut
Unclaimed Profile
1 CORPORATE DRIVE, SHELTON, CT 06484CRD# 3062322Firm CRD# 288239
01

About

Jeffrey Hopkins Farrar is a registered financial advisor based in SHELTON, Connecticut, affiliated with PROCYON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PROCYON ADVISORS, LLC
PROCYON ADVISORS, LLC
AUM
$6.3B
Regulatory assets under management
Employees
41
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3062322
Firm CRD# 288239
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHELTON?

Browse all registered financial advisors in SHELTON, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Hopkins Farrar offer?
Jeffrey Hopkins Farrar specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SHELTON, Connecticut for a consultation.
What are Jeffrey Hopkins Farrar's credentials?
Jeffrey Hopkins Farrar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Hopkins Farrar located?
Jeffrey Hopkins Farrar is based in SHELTON, Connecticut, working with PROCYON ADVISORS, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Jeffrey Hopkins Farrar charge for services?
Jeffrey Hopkins Farrar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROCYON ADVISORS, LLC?
PROCYON ADVISORS, LLC has approximately 41 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty