Daniel Mcfarlane
Daniel Mcfarlane is a registered investment advisor at International Assets Advisory, LLC, based in Monterey, CA, with 45 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Monterey, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the President of McFarlane Investment Advisory Services, Inc., a registered investment advisor, and the owner of McFarlane Investment Group. He also works as an insurance agent for various companies, selling fixed insurance products, taking about half of his time for each activity.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
Mcfarlane Investment Advisory Services INC.
Previous Registrations
Western International Securities, INC.Broker
Financial West GroupBroker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations4 states
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