Mcfarlane Investment Advisory Services Inc.

Mcfarlane Investment Advisory Services Inc. (CRD# 134839) is a financial advisory firm headquartered in Monterey, CA. They manage $2,330,691 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,165,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Mcfarlane Investment Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. McFarlane
CRD#: 733655
30 Ragsdale Dr Suite 120, Monterey, CA 93940
93
Wealthminder
score

Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 34 years of experience in the finance industry.

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