Sam Farhan
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Alpine, CA
Credentials
Series 63, Series 65, Series 66
Industry experience
8 years
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
Alpine, CA
Most active in
Sam F has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2024 - Present (2 years)
VCexpress Financial
2023 - 2024 (1 year)
Primerica
2022 - 2023 (1 year)
UNEMPLOYED
2021 - 2022 (1 year)
LPL Financial
2020 - 2021 (1 year)
TD Ameritrade
2018 - 2020 (2 years)
HomeMaker
2016 - 2018 (2 years)
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2015 - 2016 (1 year)
Bank Of America, N.a.
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
John M
Series 65
Poway, CA
Engineering Financial Independence, Inc.
Brian C
Series 66
Jamul, CA
Cliveden Capital Management, LLC
Sean B
Series 66
Lakeside, CA
Speiro Investments, LLC
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