Mcfarlane Investment Advisory Services Inc.

Mcfarlane Investment Advisory Services Inc. (CRD# 134839) is a financial advisory firm headquartered in , . They manage $4,039,948 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $673,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 McFarlane, financial advisor Monterey CA
Daniel J. McFarlane
CRD#: 733655
Monterey, CA

Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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