Megan McFarland, financial advisor Arlington VA

Megan McFarland

CRD Number: 5854868
Current Firm: Re Advisers Corporation

Megan McFarland (CRD# 5854868) is an Investment Advisor Representative working at Re Advisers Corporation in Arlington, VA and has over 9 years of experience in the finance industry. Megan McFarland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Re Advisers Corporation Arlington, VA Sep 2016 - Current 4
Re Investment Corporation Arlington, VA Sep 2010 - Current 10
Re Advisers Corporation Arlington, VA Nov 2013 - Sep 2016 2
Nreca Arlington, VA Nov 2013 - Dec 2015 2
Nreca Arlington, VA Sep 2011 - Nov 2013 2
Re Advisers Corporation Arlington, VA Sep 2011 - Nov 2013 2
Nreca Arlington, VA Sep 2010 - Sep 2011 1
Re Advisers Corporation Arlington, VA Sep 2010 - Sep 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
Contact Info for Megan J. McFarland
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
  • VI
By the Numbers
  • Total Assets Under Management
    8,508
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $472,647,461
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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