Unclaimed Profile

Anne Louise Mcfarland

DAVIS FINANCIAL PLANNING, LLC·ASHEVILLE, North Carolina

Series 65Clean record10 years registeredDAVIS FINANCIAL PLANNING, LLC

111 CENTRAL AVENUE, ASHEVILLE, NC 28801CRD# 6536377Firm CRD# 154186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Louise Mcfarland · ASHEVILLE, NC

Registration

CRD #6536377 · DAVIS FINANCIAL PLANNING, LLC · 10 years registered

Brand Profile

Not yet started

Career History

INTEGRATED FINANCIAL COACHING AND PLANNING

Jan 2023 – present

DAVIS FINANCIAL PLANNING

Oct 2015 – Jan 2023

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 23, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIS FINANCIAL PLANNING, LLC

CRD 154186 · SEC 801-123715

AUM

$101M

Regulatory assets under management

Employees

665 client accounts

Services offered by DAVIS FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVIS FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Anne Louise Mcfarland offer?

Anne Louise Mcfarland specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Anne Louise Mcfarland's credentials?

Anne Louise Mcfarland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Louise Mcfarland located?

Anne Louise Mcfarland is based in ASHEVILLE, North Carolina, working with DAVIS FINANCIAL PLANNING, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Anne Louise Mcfarland charge for services?

Anne Louise Mcfarland's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIS FINANCIAL PLANNING, LLC?

DAVIS FINANCIAL PLANNING, LLC has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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