Mercedes Mcfarland
Mercedes Mcfarland is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 9 years of industry experience. Mercedes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1195 Washington Pike, Ste 102, Bridgeville, PA, 15017
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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
Mercedes is an advisor associate at DSF Wealth Management Group, LLC, focusing on financial planning, which takes up her full-time work hours. She also serves as a judge of elections and sells fixed insurance products, including life, disability, fixed annuities, and long-term care.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Citizens Securities, INC.Broker
Citizens Investment Services
Citizens Securities, INC.Broker
Citizens Investment Services
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations16 states
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