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Paige Deter Farrell

Endeavor Financial Planning

Sacramento, CA

CRD 6472184

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Employer firm

Endeavor Financial Planning CRD 287615

$53.2M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Endeavor Financial Planning

333 University Ave. Suite 200, Sacramento, CA 95825 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-03-14
  • CA RA
    APPROVED
    Since 2017-03-14

Branch Locations

333 University Ave. Suite 200, Sacramento, CA 95825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Endeavor Financial Planning Sacramento CA 01/2017 Present
Full-Time Student Sacramento CA 07/2016 12/2016
Kevin M. Young Inc. Dba Young Wealth Management Davis CA 01/2017 03/2020
  • 01/2017 → Present
    Endeavor Financial Planning
    Sacramento, CA
  • 07/2016 → 12/2016
    Full-Time Student
    Sacramento, CA
  • 01/2017 → 03/2020
    Kevin M. Young Inc. Dba Young Wealth Management
    Davis, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-16
  • S65 Uniform Investment Adviser Law Examination
    2017-01-16
Designations
  • Certified Financial Planner
Other Names
  • Paige E Deter

View on SEC IAPD

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