Misty Mcfarlane
Misty Mcfarlane is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 23 years of industry experience. Misty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1511 N. Westshore Blvd., Suite 1100, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2017Judgment / Lien
January 2017Other Business ActivitiesSells Insurance
Misty is an agent at Strategic Financial Partners, an insurance brokerage, and the President of Strategic Financial Partners, LLC, where she focuses on sales and marketing of securities, investment advisory, and insurance products. She also owns a silent company, The Partners Network, used to pay John Hancock commissions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
MML Investors Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.