Michael J Mcferran
Investment adviser representative at Emerald Advisors, LLC
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$941.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Emerald Advisors, LLCOct 2025 to now
- Bank of America, N.A.Oct 2013 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2008 to Oct 2025
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Emerald Advisors, LLC
$941.4MAssets managed
216Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5384023
- Firm CRD
- 305125