Unclaimed Profile

William Wren Farrar

OLD NORTH STATE TRUST, LLC·GREENSBORO, North Carolina

Clean recordOLD NORTH STATE TRUST, LLC

125 SOUTH ELM STREET, GREENSBORO, NC 27401CRD# 5512853Firm CRD# 106155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Wren Farrar · GREENSBORO, NC

Registration

CRD #5512853 · OLD NORTH STATE TRUST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Wren Farrar is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with OLD NORTH STATE TRUST, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OLD NORTH STATE TRUST, LLC

AUM

$236M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OLD NORTH STATE TRUST, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5512853

Firm CRD# 106155

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENSBORO?

Browse all registered financial advisors in GREENSBORO, North Carolina or claim this profile if it's yours.

Browse GREENSBORO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Wren Farrar offer?

William Wren Farrar specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are William Wren Farrar's credentials?

William Wren Farrar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Wren Farrar located?

William Wren Farrar is based in GREENSBORO, North Carolina, working with OLD NORTH STATE TRUST, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does William Wren Farrar charge for services?

William Wren 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 OLD NORTH STATE TRUST, LLC?

OLD NORTH STATE TRUST, LLC has approximately 16 employees and manages $236M 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 →