Ann Ainsworth, financial advisor Wyomissing PA

Ann Ainsworth

CRD Number: 2110511
Current Firm: Mcfarland Associates

Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 32 years of experience in the finance industry. Ann Ainsworth 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.

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Professional Designations
Company Name Location Dates Years
Landsworth Corporation Dba Mcfarland Associates Monterey, CA Aug 2023 - Current < 1
Landsworth Corporation Dba Mcfarland Associates Monterey, CA Apr 2017 - Aug 2023 6
Landsworth Corporation Dba Mcfarland Associates Monterey, CA Apr 1981 - Apr 2017 36
Npb Financial Group, LLC Newport Beach, CA May 2006 - Jul 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
Contact Info for Ann L. Ainsworth
Phone Number: (831) 761-8231
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $436,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

CA

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