Kevin McFarland (CRD# 4508111) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | < 1 |
| Next Retirement Solutions, LLC | San Diego, CA | May 2016 - Current | 7 |
| Concurrent Investment Advisors Dba Next Retirement Solutions | San Diego, CA | May 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | San Diego, CA | Jun 2016 - May 2023 | 6 |
| Raymond James Financial Services Advisors, Inc. | San Diego, CA | May 2016 - May 2023 | 7 |
| Wells Fargo Advisors LLC | San Diego, CA | May 2009 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
- CA
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
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