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Ann Louise Ainsworth

McFarland Associates

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About Ann Louise Ainsworth

Ann Louise Ainsworth is a financial advisor with McFarland Associates. Ann has been in the financial services industry for over 30 years and has a strong background in providing financial planning and portfolio management services. Ann has extensive experience working with individual investors, as well as charitable organizations and high-net-worth individuals. Ann is also a Certified Financial Planner. Ann is registered as an Investment Advisor Representative in California.

Firm Information

Ann Ainsworth is currently registered with McFarland Associates. McFarland Associates is an investment advisor with approximately $81 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Their website address is https://mcfarlandria.com/.

$81.17M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of client's cash flow or total assets

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Ann Ainsworth’s Registration & Firm History

PA

01/01/2025 - Present

McFarland Associates (Wyomissing PA)

CA

05/17/2006 - 07/20/2015

NPB FINANCIAL GROUP, LLC (MONTEREY CA)

CA

02/08/1991 - 05/15/2006

ASSOCIATED SECURITIES CORP. (WATSONVILLE CA)

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Licenses & Designations

BC

Issued 04/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ann Louise Ainsworth.
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