Marvin Wayne Farrar

Current Employers

Employment History

• 12/2005 → 12/2016
  1St Global Capital Corp.
  Keller, TX
• 02/2006 → 12/2016
  1St Global Advisors Inc.
  Keller, TX
• 04/2006 → 12/2016
  1St Global Insurance Services, Inc.
  Keller, TX
• 01/1990 → Present
  Wayne Farrar, Cpa, Cfp, Llc
  Keller, TX
• 01/2017 → 01/2021
  Ohio National Financial Services
  Cincinnati, OH
• 01/2017 → 12/2020
  The O.N. Equity Sales Company
  Forth Worth, TX
• 02/2021 → 04/2023
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 07/2023 → 07/2025
  Trilogy Wealth Management, Llc
  Bay City, TX
• 10/2021 → Present
  Penn Mutual Insurance Company
  Fort Worth, TX
• 07/2025 → Present
  Hornor, Townsend & Kent, Llc
  Wilmington, DE

Previous Registrations

• 2021-02-17 → 2023-04-28
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Bay City, TX
• 2006-02-21 → 2016-12-31
  1St Global Advisors Inc
  Keller, TX
• 2005-08-01 → 2005-12-13
  American General Securities Incorporated
  Houston, TX
  Hurst, TX
  Keller, TX

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WAYNE FARRAR, CPA, CFP, LLC | POSITION HELD: AGENT | ADDRESS: 12121 TACOMA RIDGE DR., FORT WORTH, TX 76244 | START DATE: 08/26/2020 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY: TAX PLANNING | INVESTMENT RELATED: NO | DBA NAME: WAYNE FARRAR, CPA, CFP, LLC | POSITION HELD: OWNER | ADDRESS: 12121 TACOMA RIDGE DR, FORT WORTH, TX 76244 | START DATE: 01/01/1990 | NATURE OF ACTIVITY: TAX PLANNING AND PREPARATION - CPA | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 116 | DESCRIPTION OF DUTIES: TAX PLANNING AND TAX DOCUMENT PREPARATION 3) NAME OF ACTIVITY: COWBOY CHURCH OF TARRANT COUNTY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: VOLUNTEER | ADDRESS: 1685 LACY DRIVE, FORT WORTH, TX 76177 | START DATE: 2018 | NATURE OF ACTIVITY: VOLUNTEER ON SECURITY TEAM | APPROX HRS PER MTH: 18 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: NEED VOLUNTEER ON SECURITY TEAM; SAFTEY COORDINATOR 4) FARRAR WEALTH STRATEGIES | POSITION: Proprietor/Owner | NATURE: Two-fold - A financial planning service with a contractual agreement and a monthly, quarterly or annual fee paid in advance, and separately under a different agreement a fee-based Investment Advisory Service (AUM). Clients may fall under one or both agreements. |INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/05/2026 | ADDRESS: 12121 Tacoma Ridge Drive, Fort Worth TX 76244 | DESCRIPTION: Investment Advisory Services (AUM) Designing and maintaining an investment strategy consistent with the Client's stated objectives, time horizon, and risk tolerance Selecting and monitoring investments within the Accounts Rebalancing portfolios periodically as deemed appropriate Monitoring Accounts on an ongoing basis Financial Planning Engagement - Retirement planning, financial structure and cash flow review, tax-aware financial guidance, investment strategy and allocation review, insurance and risk management review, major financial decision review

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02
• S63 Uniform Securities Agent State Law Examination
  2001-11-12

Designations

Other Names

• Wayne Farrar