Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd McFarland is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Todd has over 20 years of experience in the financial services industry. Todd is a licensed investment advisor in California. Todd has experience in working with high-net-worth individuals, corporations, charitable organizations, pension plans, and other entities. Todd is committed to providing his clients with personalized financial advice and investment strategies. He offers a range of services, including financial planning, investment management, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
07/11/2023 - Present
Wealth Enhancement Advisory Services, LLC (MILL VALLEY CA)
NY
07/08/2008 - 07/22/2009
SARATOGA CAPITAL MARKETS (NEW YORK NY)
NY
02/22/2007 - 01/31/2008
ELECTRONIC GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
07/26/2005 - 08/03/2006
LAVA TRADING, INC. (NEW YORK NY)
NY
04/28/2004 - 11/02/2004
ELECTRONIC SPECIALIST, LLC (NEW YORK NY)
NY
05/23/2001 - 10/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2004
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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