Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McFarland is a financial advisor with over 20 years of experience in the industry. Kevin currently works at Concurrent Investment Advisors, LLC and is registered with FINRA and the state of California. Kevin is also a registered Investment Advisor Representative. Kevin's previous employers include Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Kevin specializes in financial planning, pension consulting, and selection of other advisors. Concurrent Investment Advisors, LLC is an investment advisor with $1 billion - $10 billion in assets under management and specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
05/31/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
05/27/2016 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
01/01/2008 - 06/01/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
04/12/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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