Edward
Mcfarlane
Tcfg Investment Advisors, LLC
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About this Advisor
Edward Mcfarlane is a financial advisor based out of Glenside, Pennsylvania with a total of 4 years of relevant experience. Mcfarlane is an advisor for Tcfg Investment Advisors, LLC. Over the course of their career, Mcfarlane has held roles at Oppenheimer & Co, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, Tcfg Insurance Solutions, LLC and International Assets Advisory, LLC. Mcfarlane has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Delaware, Minnesota, Montana, New Jersey and Pennsylvania. Tcfg Investment Advisors, LLC is a registered investment firm based out of Laguna Niguel, CA. The company has offices in 25 locations and a total of 33 advisors. It has $451 million in assets across its 2,294 customer accounts, placing it among the larger firms in the country by assets under management. Of its 2,294 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets. Tcfg Investment Advisors, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of services offered. However, fees charged by Tcfg Investment Advisors, LLC may include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Mcfarlane Work History
Edward has been registered as a financial advisor for 4 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Insurance Solutions, LLC
International Assets Advisory, LLC
Oppenheimer & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Mcfarlane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tcfg Investment Advisors, LLC
Laguna Niguel, CA
Camarillo, CA
Manitowoc, WI
La Habra, CA
Laguna Niguel, CA
Laguna Niguel, CA
Basalt, CO
Round Hill, VA
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