Karla McFarland (CRD# 6254940) is an Investment Advisor Representative working at Lincoln Investment in Cantonment, FL and has over 5 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Analysts | Fort Washington, PA | Jan 2024 - Current | < 1 |
| Lincoln Investment | Fort Washington, PA | Jan 2024 - Current | < 1 |
| Agia | Houston, TX | Dec 2022 - Jan 2024 | 1 |
| Valic Financial Advisors, Inc. | Orange, CA | Aug 2020 - Jan 2024 | 3 |
| Unemployed | Menifee, CA | Apr 2020 - Aug 2020 | < 1 |
| Raymond James Financial Services, Inc. | Murrieta, CA | Feb 2019 - Apr 2020 | 1 |
| Unemployed | Menifee, CA | Aug 2018 - Feb 2019 | < 1 |
| Merrill Lynch | Riverside, CA | Oct 2017 - Aug 2018 | < 1 |
| Unemployed | Aliso Viejo, CA | Aug 2017 - Sep 2017 | < 1 |
| Edward Jones | St Louis, MO | Jul 2017 - Aug 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | San Diego, CA | Oct 2013 - Jul 2017 | 3 |
| San Diego State University | San Diego, CA | May 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- FL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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