W Macfarlane
W Macfarlane is a registered investment advisor at Raymond James & Associates, INC., based in Victoria, TX, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5510 North Navarro St., Victoria, TX, 77904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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W owns rental real estate, is the owner/proprietor of Lucky Dog Aviation LLC (spending about 10-20% of their time), the CEO of M.F. MacFarlane Inc., and a partner in Mike and Vicky MacFarlane Family Limited Partnership. M.F. MacFarlane Inc. invests its own funds for income and growth.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
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