Unclaimed Profile

John Samuel Mcfarland

PENN DAVIS MCFARLAND INC·DALLAS, Texas

Clean record49 years registeredPENN DAVIS MCFARLAND INC

2626 COLE AVE STE 504, DALLAS, TX 75204CRD# 4385144Firm CRD# 110417

Profile Verification

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

Identity

John Samuel Mcfarland · DALLAS, TX

Registration

CRD #4385144 · PENN DAVIS MCFARLAND INC · 49 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENN DAVIS MCFARLAND INC

PENN DAVIS MCFARLAND INC

Mar 1977 – Oct 2022

DALLAS, TX

Registrations & Exams

Registration record

First registered · March 7, 1977

Years registered · 49

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN DAVIS MCFARLAND INC

CRD 110417 · SEC 801-13038

AUM

$843M

Regulatory assets under management

Employees

247 client accounts

Services offered by PENN DAVIS MCFARLAND INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENN DAVIS MCFARLAND INC →

Introduction

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Frequently Asked Questions

What services does John Samuel Mcfarland offer?

John Samuel Mcfarland specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Samuel Mcfarland's credentials?

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

Where is John Samuel Mcfarland located?

John Samuel Mcfarland is based in DALLAS, Texas, last registered with PENN DAVIS MCFARLAND INC.

How does John Samuel Mcfarland charge for services?

John Samuel Mcfarland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENN DAVIS MCFARLAND INC?

PENN DAVIS MCFARLAND INC has approximately 11 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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