James Farrell Email & Phone Number
Senior Financial Advisor @ Lincoln Investment
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James Farrell Location
- Horsham, PA, US
James Farrell Work
- Senior Financial Advisor @ (February 2025 - Present)
- Vice President and Wealth Management @ (December 2016 - February 2025)
- Vice President and Wealth Advisor @ (March 2015 - December 2016)
- Senior Financial Advisor and Vice President @ (January 2003 - December 2016)
- Financial Advisor @ (June 1997 - January 2003)
James Farrell Education
- Temple University
BBA (Business Administration)
1987 - College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
2010 - Montgomery County Community College
Business
- Montgomery County Community College
James Farrell Skills
- Asset Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Management
- Investment Strategies
- Investments
- Portfolio Management
- Retirement
- Retirement Planning
- Wealth Management
- Project Management
- Sales
- Marketing
- Account Management
James Farrell Summary
- James Farrell, based in Horsham, PA, US, is currently a Senior Financial Advisor at Lincoln Investment. James Farrell brings experience from previous roles at Janney Montgomery Scott LLC, Girard Partners Ltd., a Univest Wealth Management Company and Morgan Stanley. James Farrell holds a BBA in Business Administration @ Temple University. With a robust skill set that includes Asset Management, Finance, Financial Advisory, Financial Analysis, Financial Planning and more. James Farrell has 1 emails on RocketReach.
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