Karla
Mcfarland
Lincoln Investment
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About this Advisor
Karla Mcfarland is a financial advisor based in Cantonment, Florida, working with Lincoln Investment. Karla has previously held positions at Northwestern Mutual Life Insurance Company, San Diego State University, Edward Jones, Merrill Lynch, Raymond James Financial Services, Inc, Valic Financial Advisors, Inc, Agia, Lincoln Investment, and Capital Analysts. Karla has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Karla is part of Lincoln Investment, which operates out of Cantonment, Florida. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Karla Mcfarland Work History
Lincoln Investment
Capital Analysts
Agia
Valic Financial Advisors, Inc
Raymond James Financial Services, Inc
Edward Jones
Merrill Lynch
Northwestern Mutual Life Insurance Company
San Diego State University
Disclosures
Please visit the SEC profile of Karla Mcfarland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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