Matthew McFarlandCRD Number: 5996548
Current Firm: Cuso Financial Services, LP
Matthew McFarland (CRD# 5996548) is an Investment Advisor Representative working at Cuso Financial Services, LP in Ogden, UT and has over 4 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
Woodbury Financial Services, Inc.
|Cuso Financial Services, LP||San Diego, CA||May 2015 - Current||1|
|Ut Real Estate License||South Weber, UT||Jan 2008 - Current||8|
|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|
|Re/max||Clearfield, UT||Feb 2004 - Oct 2011||7|
|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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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