Patrick McFarland, financial advisor Fairlawn OH

Patrick McFarland

CRD Number: 7427835
Current Firm: Scofield & Company, LLC

Patrick McFarland (CRD# 7427835) is an Investment Advisor Representative working at Scofield & Company, LLC in Fairlawn, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Scofield & Company, LLC Fairlawn, OH Feb 2022 - Current 2
Edgetech Analytics, LLC Fairlawn, OH May 2021 - Current 2
Otterbein University Westerville, OH Aug 2020 - May 2021 < 1
Edgetech Analytics, LLC Fairlawn, OH May 2020 - Jul 2020 < 1
Student Wadsworth, OH Aug 2011 - May 2020 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Patrick L. McFarland
Phone Number: 330-668-2616
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $551,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

OH

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