Andrew J. Mcfarland
Professional summary
Andrew Joseph Mcfarland, who also goes by Mc Farland Andrew, Mc Farland Drew, Andrew Joseph Mcfarland, Andrew Mcfarland, Drew J. Mcfarland, Drew Mcfarland, is a registered financial advisor currently at TLG ADVISORS, INC. located in Dana Point, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Andrew has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Joseph Mcfarland's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2023 - Present
TLG ADVISORS, INC.
Office #2: 244 W Water Street, Suite 204, Elmira, NY 14901January 10, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901April 21, 2021 - January 12, 2023
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
April 21, 2021 - January 12, 2023
FIRST REPUBLIC SECURITIES COMPANY, LLC
March 11, 2021 - April 21, 2021
P.J. ROBB VARIABLE, LLC
December 23, 2011 - March 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 30, 2011 - March 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 11, 2010 - July 19, 2011
VALMARK SECURITIES, INC.
December 11, 2004 - July 27, 2010
METLIFE INVESTORS DISTRIBUTION COMPANY
January 11, 2002 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
November 27, 2000 - January 2, 2002
EQUITABLE DISTRIBUTORS, LLC
November 18, 1991 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
November 18, 1991 - November 6, 2000
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2023)
(3/9/2023)
(3/7/2023)
(5/8/2023)
Exams
FINRA
Current Firm
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
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