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Margie Campbell Carpenter

Farther

Chagrin Falls, OH

San Francisco, CA

CRD 2303342

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-21
  • OH RA
    APPROVED
    Since 2022-07-21

Branch Locations

Chagrin Falls, OH • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Bell Tower Advisors, Llc Chagrin Falls OH 03/2010 07/2022
Farther Finance Advisors, Llc Chagrin Falls OH 07/2022 Present
  • 03/2010 → 07/2022
    Bell Tower Advisors, Llc
    Chagrin Falls, OH
  • 07/2022 → Present
    Farther Finance Advisors, Llc
    Chagrin Falls, OH
Previous Registrations
  • 2010-04-26 → 2022-12-09
    Bell Tower Advisors, Llc
    Chagrin Falls, OH
    Chagrin Falls, OH
  • 2006-11-29 → 2008-05-27
    Mai Capital Management, Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-28
  • S63 Uniform Securities Agent State Law Examination
    1997-10-28
Designations
  • Certified Financial Planner
Other Names
  • Marguerite Welder
  • Margie Carpenter Welder
  • Marguerite Carpenter Welder

View on SEC IAPD

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