SF
CFP
SF
CFP

Steven Farrington

17 Years of Experience
La Mesa, CA

Steven Farrington is a CFP-designated registered investment advisor at Esi Financial Services, INC., based in La Mesa, CA, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

ESI Financial Services does not offer investment management services where they make the trades for you. They provide investment recommendations, but you make the final decisions and execute the trades yourself.

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Location

7837 La Mesa Blvd., La Mesa, CA, 91942

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Esi Financial Services, INC.
January 2009 - Present · 17 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.