Michael McFarland, financial advisor Punta Gorda FL

Michael McFarland

CRD Number: 1887424
Current Firm: Lpl Financial LLC

Michael McFarland (CRD# 1887424) is an Investment Advisor Representative working at Lpl Financial LLC in Punta Gorda, FL and has over 23 years of experience in the finance industry. Michael 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
Lpl Financial LLC Punta Gorda, FL May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Oct 2018 - Current 5
Suncoast Cu Tampa, FL Oct 2018 - Current 5
Diversified Financial Concepts Sebring, FL Jan 2010 - Current 14
Triad Advisors, Inc. Norcross, GA Nov 2015 - Sep 2018 2
Lineweaver Wealth Advisors Valley View, OH Nov 2015 - Sep 2018 2
Smart Money Concepts Sebring, FL Aug 2007 - Nov 2015 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2000
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Michael W. McFarland
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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