Matthew McFarland (CRD# 5996548) is an Investment Advisor Representative working at Cuso Financial Services in Ogden, UT and has over 12 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | May 2015 - Current | 8 |
| Ut Real Estate License | South Weber, UT | Jan 2008 - Current | 16 |
| J.p. Morgan Securities LLC | Salt Lake City, UT | Sep 2014 - May 2015 | < 1 |
| Mcfarland Real Estate | South Weber, UT | Jan 2003 - Nov 2014 | 11 |
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Ogden, UT | Oct 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
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