Kevin Mcfarland is a registered investment advisor, based in San Diego, CA, with 23 years of industry experience.
Location
12730 High Bluff Dr., Ste 160, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin works full-time as a financial advisor at Concurrent Investment Advisors dba Next Retirement Solutions. He also dedicates minimal time to selling fixed insurance products through two entities and manages Valley Farm Racing LLC, a horse farm.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
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