Steven Theodore Farr

18 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning

Fortitude Advisory Group L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

654 clients

Average Client Portfolio

$637K average

Assets Under Management

$416.9M

Fee Structure

Minimum Investment:$25K

Location

Warrensburg, MO

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History

Regulatory History (1)

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Customer Dispute

April 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Steven is the owner of The Passport Inc, an advertising business, since 2012. He is also the owner of Raiseway in Boonville, MO.

Employment History

Current Registrations

Fortitude Advisory Group L.L.C.

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Edward Jones

August 2013 - March 2021 · 7 yrs 7 mos

Edward JonesBroker

August 2013 - March 2021 · 7 yrs 7 mos

Securities America Advisors, INC.

October 2005 - March 2006 · 5 mos

Securities America, INC.Broker

October 2005 - March 2006 · 5 mos

Walnut Street Securities, INC.

September 2004 - October 2005 · 1 yr 1 mo

Walnut Street Securities, INC.Broker

September 2004 - October 2005 · 1 yr 1 mo

Dominion Investor Services, INC.Broker

July 2003 - August 2004 · 1 yr 1 mo

A. G. Edwards & Sons, INC.Broker

May 2001 - March 2003 · 1 yr 10 mos

A. G. Edwards & Sons, INC.Broker

December 1996 - October 1998 · 1 yr 10 mos

Olde Discount CorporationBroker

January 1995 - June 1995 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.