Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McFarland is a financial advisor with TLG Advisors, Inc. based in Dana Point, CA. Andrew has been in the financial services industry since 1992. Andrew has a broad range of experience in the financial services industry, including experience at First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Andrew holds licenses in both California and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/08/2023 - Present
TLG Advisors, Inc. (Elmira NY)
CA
04/21/2021 - 01/12/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
TN
03/11/2021 - 04/21/2021
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
07/30/2011 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA NIGUEL CA)
CA
11/11/2010 - 07/19/2011
VALMARK SECURITIES, INC. (SAN MATEO CA)
CA
12/11/2004 - 07/27/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (LAGUNA NIGUEL CA)
CA
01/11/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NC
11/27/2000 - 01/02/2002
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NY
11/18/1991 - 11/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/18/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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