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Theresa Jo McFarling

Brighthouse Securities, LLC

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About Theresa Jo McFarling

Theresa McFarling is a financial professional with over 20 years of experience in the industry. Theresa is currently registered with Brighthouse Securities, LLC and is located in Charlotte, North Carolina. Theresa has held prior registrations with several firms including MetLife Securities, Inc. and New England Securities. Theresa holds the Series 6, Series 26 and SIE licenses.

Firm Information

Theresa McFarling is currently registered with Brighthouse Securities, LLC. Brighthouse Securities, LLC is a Limited Liability Company formed in February 2000. The firm is registered with the Securities and Exchange Commission and holds licenses to operate in all 50 U.S. states, as well as Puerto Rico and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

153

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.

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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Theresa McFarling’s Registration & Firm History

NC

01/02/2020 - Present

Brighthouse Securities, LLC (CHARLOTTE NC)

IA

07/26/2013 - 11/27/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

IA

02/05/2014 - 06/30/2016

METLIFE SECURITIES, INC (WEST DES MOINES IA)

IA

07/26/2013 - 01/02/2015

NEW ENGLAND SECURITIES (WEST DES MOINES IA)

IA

08/08/2005 - 12/31/2012

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

PA

06/08/2000 - 05/07/2004

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

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Licenses & Designations

BC

Issued 12/19/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Jo McFarling.
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