Daniel McFarlaneCRD Number: 733655
Current Firm: Mcfarlane Investment Advisory Services Inc.
Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 40 years of experience in the finance industry.
Castle Rock Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
|International Assets Advisory, LLC||Monterey, CA||Apr 2017 - Current||5|
|Mcfarlane Investment Advisory Services Inc.||Monterey, CA||Feb 1995 - Current||27|
|Western International Securities, Inc.||Monterey, CA||Aug 2017 - Apr 2019||1|
|Financial West Group||Westlake Village, CA||Dec 2004 - Aug 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
Total Assets Under Management3MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$482,732
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
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