Unclaimed Profile

Mark Patrick Farrelly

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington

Clean recordCAIRN 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Patrick Farrelly is a registered financial advisor based in VANCOUVER, Washington, affiliated with CAIRN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Mark

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

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

Firm Overview

Firm

CAIRN INVESTMENT GROUP, INC.

CAIRN INVESTMENT GROUP

AUM

$337M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAIRN INVESTMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4457364

Firm CRD# 143601

View on FINRA BrokerCheck →

Looking for a financial advisor in VANCOUVER?

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

Browse VANCOUVER Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →