Casey McFarlandCRD Number: 3029254
Current Firm: Principal Global Investors, LLC
Casey McFarland (CRD# 3029254) is an Investment Advisor Representative working at Principal Global Investors, LLC in Bainbridge Is, WA and has over 21 years of experience in the finance industry.
|Principal Funds Distributor, Inc.||El Dorado Hills, CA||Feb 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Jun 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management340,214MILLIONS
Total Number of Accounts8,616ACCOUNTS
Average Account Value$39,486,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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