Aaron McFarlandCRD Number: 5043231
Current Firm: Moss Adams Wealth Advisors LLC
Aaron McFarland (CRD# 5043231) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 15 years of experience in the finance industry. Aaron McFarland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Moss Adams Wealth Advisors LLC||Seattle, WA||Sep 2005 - Current||16|
|Moss Adams Securities & Insurance LLC||Seattle, WA||Sep 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management2,781MILLIONS
Total Number of Accounts3,444ACCOUNTS
Average Account Value$807,402
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, HI, ID, IL, MI, MT, NV, NY, OR, TX, WA
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