Matthew McFarland, financial advisor Ogden UT
70 score

Matthew McFarland

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Matthew L. McFarland
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
70

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