James Farrell Email & Phone Number
Senior Financial Advisor @ Lincoln Investment
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James Farrell Location
- Horsham, PA, US
James Farrell Work
- 2025 -now Senior Financial Advisor @
- 2016 -2025 Vice President and Wealth Management @
- 2015 -2016 Vice President and Wealth Advisor @
- 2003 -2016 Senior Financial Advisor and Vice President @
- 1997 -2003 Financial Advisor @
James Farrell Education
- College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
2010 - Temple University 1987
- Montgomery County Community College
(Business)
- Montgomery County Community College
James Farrell Skills
- Retirement Planning
- Investments
- Asset Management
- Investment Management
- Financial Advisory
- Finance
- Investment Strategies
- Wealth Management
- Project Management
- Sales
- Marketing
- Retirement
- Financial Analysis
- Account Management
- Financial Services
- Financial Planning
- Portfolio 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 Chartered Retirement Planning Counselor - CRPC @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Investments, Asset Management, Investment Management, Financial Advisory and more. James Farrell has 1 emails on RocketReach.
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