Mcs Family Wealth Advisors
Mcs Family Wealth Advisors (CRD# 106327) is a financial advisory firm headquartered in Eugene, OR. They manage $188,481,868 in 276 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management188MILLION
Total Number of Accounts276ACCOUNTS
Average Account Value$682,905
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OK, OR, TX
Michael Stalker (CRD# 1161401) is an Investment Advisor Representative working at Mcs Family Wealth Advisors in Eugene, OR and has over 29 years of experience in the finance industry.
Jeffrey Yamada (CRD# 4348036) is an Investment Advisor Representative working at Mcs Family Wealth Advisors in Eugene, OR and has over 12 years of experience in the finance industry. Jeffrey Yamada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.