Penn Davis Mcfarland Inc.

Penn Davis Mcfarland Inc. (CRD# 110417) is a financial advisory firm headquartered in Dallas, TX. They manage $485,692,802 in 235 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $2,066,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

TX

Financial Advisors at Penn Davis Mcfarland Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Charles L. Norton
CRD#: 2780934
2626 Cole Ave Ste 504, Dallas, TX 75204
96
Wealthminder
score

Charles Norton (CRD# 2780934) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

2
Robert E. Felty
CRD#: 4651762
2626 Cole Ave Ste 504, Dallas, TX 75204
93
Wealthminder
score

Robert Felty (CRD# 4651762) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has over 13 years of experience in the finance industry.

3
Jeffrey W. Helfrich
CRD#: 4455709
2626 Cole Ave Ste 504, Dallas, TX 75204
90
Wealthminder
score

Jeffrey Helfrich (CRD# 4455709) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

4
John H. Davis
CRD#: 4385156
2626 Cole Ave., Suite 504, Dallas, TX 75204
87
Wealthminder
score

John Davis (CRD# 4385156) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

5
John S. McFarland
CRD#: 4385144
2626 Cole Ave., Suite 504, Dallas, TX 75204
87
Wealthminder
score

John McFarland (CRD# 4385144) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

6
Robert V. Ogden
CRD#: 1691063
2626 Cole Ave,, Suite 504, Dallas, TX 75204
87
Wealthminder
score

Robert Ogden (CRD# 1691063) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

7
Frederick M. Penn
CRD#: 4385152
2626 Cole Ave., Suite 504, Dallas, TX 75204
87
Wealthminder
score

Frederick Penn (CRD# 4385152) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

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