Daniel McFarlane, financial advisor Monterey CA

Daniel McFarlane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniel J. McFarlane
Phone Number: 831-648-8711
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $482,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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