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).
Total Assets Under Management2MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$1,165,346
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.