Mcfarlane Investment Advisory Services Inc.
Mcfarlane Investment Advisory Services Inc. (CRD# 134839) is a financial advisory firm headquartered in , . They manage $4,039,948 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mcfarlane Investment Advisory Services Inc.
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$673,325
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mcfarlane Investment Advisory Services Inc.
1
Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 41 years of experience in the finance industry.
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