Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dewitt McFarland is a financial advisor in Roanoke, VA. Kevin has been working in the securities industry since May 20, 1996. Kevin is currently registered with Charles Schwab & Co., Inc. and previously registered with Edward Jones, Wells Fargo Advisors, LLC, Securities America, Inc., Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Kevin is licensed to provide investment advice in Virginia and is registered as a Registered Representative in 20 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
04/13/2020 - Present
Charles Schwab & CO., Inc. (Roanoke VA)
VA
07/19/2010 - 04/02/2020
EDWARD JONES (FALLS CHURCH VA)
DC
07/31/2006 - 07/20/2010
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
MO
05/11/2010 - 05/17/2010
SECURITIES AMERICA, INC. (LADUE MO)
PA
02/21/2006 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/28/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
05/21/1996 - 01/29/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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