Alychandra M. Mcfarlane
Professional summary
Alychandra Mignon Mcfarlane, who also goes by Aly Mcfarlane, Alychandra M Mcfarlane, is a registered financial advisor currently at WEALTHFOLIO ADVISORS LLC located in Long Beach, California.
Alychandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alychandra has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alychandra Mignon Mcfarlane's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2019 - Present
WEALTHFOLIO ADVISORS LLC
Office #1: 111 W Ocean Blvd Suite 400, Long Beach, CA 90802May 15, 2001 - December 4, 2006
WELLS FARGO INVESTMENTS, LLC
May 2, 2001 - December 4, 2006
WELLS FARGO INVESTMENTS, LLC
December 3, 1998 - May 2, 2001
WELLS FARGO SECURITIES INC.
November 11, 1997 - December 10, 1998
CITICORP INVESTMENT SERVICES
April 18, 1995 - December 2, 1997
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2019)
Exams
Current Firm
WEALTHFOLIO ADVISORS LLC
CRD#: 298857 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 204 |
| AUM (Assets Under Management) | $ 37,319,570 |
Red Flags
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