Alychandra McFarlane (CRD# 2540537) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 29 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfolio Advisors LLC | San Francisco, CA | Jan 2019 - Current | 5 |
| Benchmark Information Technology | Long Beach, CA | Mar 2007 - Current | 17 |
| Wells Fargo Investments, LLC | San Leandro, CA | May 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
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- CA
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Total Assets Under Management27MILLIONS
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Total Number of Accounts148ACCOUNTS
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Average Account Value$180,917
- 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
- Other
CA
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