Marchand Faries Financial Management, Inc.

Marchand Faries Financial Management, Inc. (CRD# 107813) is a financial advisory firm headquartered in Keystone Heights, FL. They manage $120,104,780 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $515,471
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL

Financial Advisors at Marchand Faries Financial Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John R. Faries
CRD#: 5115108
Jupiter, FL

John Faries (CRD# 5115108) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Jupiter, FL and has over 7 years of experience in the finance industry.

2
Stephen T. Faries
CRD#: 2715290
Keystone Heights, FL

Stephen Faries (CRD# 2715290) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Keystone Heights, FL and has over 27 years of experience in the finance industry.

3
Jane E. Marchand
CRD#: 2275496
Keystone Heights, FL

Jane Marchand (CRD# 2275496) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Keystone Heights, FL and has over 30 years of experience in the finance industry.

4
Jennifer C. Sheffler
CRD#: 7223917
Jupiter, FL

Jennifer Sheffler (CRD# 7223917) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Jupiter, FL and has over 4 years of experience in the finance industry.

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