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Daniel M
Series 63, Series 65
Monterey, CA
McFarlane Investment Advisory Services Inc.
Daniel Mcfarlane is the principal of McFarlane Investment Advisory Services Inc. in Monterey, CA, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Western International Securities, Inc. and Financial West Group. McFarlane has operated his independent advisory firm since 1995. McFarlane Investment Advisory Services provides portfolio management and financial planning primarily to individuals, including high-net-worth clients, and small entities such as limited liability companies. The firm offers discretionary asset management combined with fundamental, technical, and cyclical analysis, and covers a range of financial planning topics including retirement, estate, tax, and real estate analysis.
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