Unclaimed Profile

Mark Patrick Farrelly

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington

Series 7, Series 63, Series 66Clean record22 years registeredCAIRN INVESTMENT GROUP, INC.

500 BROADWAY STREET, VANCOUVER, WA 98660CRD# 4457364Firm CRD# 143601

Profile Verification

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

Identity

Mark Patrick Farrelly · VANCOUVER, WA

Registration

CRD #4457364 · CAIRN INVESTMENT GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

CAIRN INVESTMENT GROUP

Mar 2021 – present

EP WEALTH ADVISORS

Feb 2021 – Mar 2021

San Mateo, CA

NEWFOCUS FINANCIAL GROUP, LLC

Aug 2011 – Feb 2021

SAN MATEO, CA

STRATEGIC ADVISERS, INC.

Jan 2004 – Jul 2011

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAIRN INVESTMENT GROUP, INC.

CRD 143601 · SEC 801-68016

AUM

$337M

Regulatory assets under management

Employees

838 client accounts

Services offered by CAIRN INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAIRN INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Patrick Farrelly offer?

Mark Patrick Farrelly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.

What are Mark Patrick Farrelly's credentials?

Mark Patrick Farrelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Patrick Farrelly located?

Mark Patrick Farrelly is based in VANCOUVER, Washington, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Mark Patrick Farrelly charge for services?

Mark Patrick Farrelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAIRN INVESTMENT GROUP, INC.?

CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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