Richard D. Macfarlane

CPT FAMILY OFFICE

GRANITE BAY, CA 95746

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CRD#: 8080400

Professional summary

Richard Dustin Macfarlane, who also goes by Dustin Macfarlane, R Dustin Macfarlane, is a registered financial advisor currently at CPT FAMILY OFFICE, LLC located in Granite Bay, California.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Richard has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dustin Macfarlane | R Dustin Macfarlane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) Richard Dustin MacFarlane, Sole Proprietor; Yes; Fair Oaks, CA; Insurance Agent; 10/2023; 2/ HRS MO; 1/ HR MO (2.) California Probate and Trust, PC; No; Fair Oaks, CA; President/ Owner; 100/ HRS MO; 100/ HRS MO; Estate Planning Law Firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Dustin Macfarlane's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2025 - Present

CPT FAMILY OFFICE, LLC

Office #1: 6957 Douglas Blvd., Granite Bay, CA 95746

RIA

CRD#: 337405

GRANITE BAY, CA

Past

April 22, 2025 - September 29, 2025

BANGERTER FINANCIAL SERVICES, INC.

RIA

CRD#: 171939

ROSEVILLE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/2025

Uniform Investment Adviser Law Examination

Current Firm

CPT FAMILY OFFICE, LLC

CRD#: 337405 / SEC#:

California

Registered Investment Advisory firm - (8/28/2025 Approved)

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Contact information

Main Address

6957 Douglas Blvd., Granite Bay, CA 95746

Mailing Address

Phone number

(916) 761-2066

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard D. Macfarlane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Dustin Macfarlane's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPT FAMILY OFFICE, LLC

BANGERTER FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2025

Current Firm

CPT FAMILY OFFICE, LLC

Contact information

Documents

Red Flags

Company Information

CPT FAMILY OFFICE, LLC

TRUST BUT VERIFY

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