Mcfarland Associates

Mcfarland Associates (CRD# 111316) is a financial advisory firm headquartered in Monterey, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcfarland Associates
Showing 1 - 3 of 3 top financial advisors.
1
Ann L. Ainsworth
CRD#: 2110511
Watsonville, CA
93
Wealthminder
score

Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Watsonville, CA and has over 25 years of experience in the finance industry.

2
Aaron J. Schwartz
CRD#: 5578079
2600 Garden Road, Suite 234, Monterey, CA 93942
93
Wealthminder
score

Aaron Schwartz (CRD# 5578079) is an Investment Advisor Representative working at Mcfarland Associates in Monterey, CA and has over 7 years of experience in the finance industry.

3
Richard B. McFarland
CRD#: 1080626
Watsonville, CA
83
Wealthminder
score

Richard McFarland (CRD# 1080626) is an Investment Advisor Representative working at Mcfarland Associates in Watsonville, CA and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.