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
Mcfarlane Investment Advisory Services Inc.
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts6ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mcfarlane Investment Advisory Services Inc.
1
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.
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