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Sally Mcfarland

ASSET MANAGEMENT AND PLANNING, LLC·WEST COLUMBIA, South Carolina
Clean recordASSET MANAGEMENT AND PLANNING, LLC
602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 6657744Firm CRD# 113961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sally Mcfarland · WEST COLUMBIA, SC
Registration
CRD #6657744 · ASSET MANAGEMENT AND PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sally Mcfarland is a registered financial advisor based in WEST COLUMBIA, South Carolina, affiliated with ASSET MANAGEMENT AND PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRUDEO PARTNERS, LLC
PRUDEO PARTNERS, LLC
AUM
$413M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRUDEO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6657744
Firm CRD# 113961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sally Mcfarland offer?
Sally Mcfarland specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Sally Mcfarland's credentials?
Sally Mcfarland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Mcfarland located?
Sally Mcfarland is based in WEST COLUMBIA, South Carolina, working with ASSET MANAGEMENT AND PLANNING, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Sally Mcfarland charge for services?
Sally Mcfarland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT AND PLANNING, LLC?
ASSET MANAGEMENT AND PLANNING, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET MANAGEMENT AND PLANNING, LLC

Michael Lee Krumholz
WEST COLUMBIA, SC
Andrew Creswell Todd
WEST COLUMBIA, SC
Jr. Frederick Joyce
WEST COLUMBIA, SC
Laurie Woodson White
WEST COLUMBIA, SC
Lawrence James Miller
WEST COLUMBIA, SC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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