FM
Frank Mcfarland
from Ieq Capital, LLC
Frank Mcfarland is a financial advisor based in California, Foster City,
with 26 years of experience. Frank currently works for
Ieq Capital, LLC.
Frank maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Frank Mcfarland works at Ieq Capital, LLC
Ieq Capital, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $17,720,304,270 of assets under management and employs about 120 people. Ieq Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
950 Tower Lane, Suite 1800, Foster City, California, 94404
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