Mercedes Nicole Mcfarland
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCApr 2022 to now
- Dsf Wealth Management Group,LLCApr 2022 to now
- US Dept. of ElectionsNov 2020 to Nov 2025
- JP Morgan Chase Bank, N.A.Aug 2020 to Apr 2022
- JP Morgan Securities, LLCAug 2020 to Apr 2022
- Citizens Securities, Inc.Jul 2019 to Aug 2020
- Federated Global Investment Management CorpAug 2016 to Jun 2019
- Federated Investment CounselingAug 2016 to Jun 2019
- Mdt Advisers, A Division of Federated Mdta LLCAug 2016 to Jun 2019
- Federated Investors IncJun 2016 to Jun 2019
- Federated Securities CorpJun 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6663238
- Firm CRD
- 105644