Kristin McFarland, financial advisor Boston MA
88 score

Kristin McFarland

CRD Number: 6405372
Current Firm: Darrow Wealth Management

Kristin McFarland (CRD# 6405372) is an Investment Advisor Representative working at Darrow Wealth Management in Boston, MA and has over 2 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
The Darrow Company, Inc. Boston, MA Oct 2014 - Current 2
Deloitte Consulting LLP Boston, MA Jul 2012 - Sep 2014 2
Northeastern University Boston, MA Sep 2010 - Sep 2014 4
Massachusetts Convention Center Authority Boston, MA Jun 2011 - Mar 2012 < 1
Element Productions Boston, MA Dec 2007 - Jul 2010 2
Northeastern University Boston, MA Sep 2004 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Kristin B. McFarland
Phone Number: 978-369-5144
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $569,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, NH

Ready to hire a financial advisor? Get competitive proposals from Kristin McFarland and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.