Michael Wayne Mcfarland

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2018
  Triad Advisors, Inc.
  Norcross, GA
• 01/2010 → Present
  Diversified Financial Concepts
  Sebring, FL
• 11/2015 → 09/2018
  Lineweaver Wealth Advisors
  Valley View, OH
• 10/2018 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2018 → Present
  Suncoast Cu
  Tampa, FL
• 05/2022 → Present
  Lpl Financial Llc
  Punta Gorda, FL

Previous Registrations

• 2018-12-17 → 2022-05-24
  Cuna Brokerage Services, Inc.
  Port Charlotte, FL
  North Port, FL
  Wauchula, FL
  Punta Gorda, FL
  Wauchula, FL
  Waverly, IA
• 2015-12-11 → 2016-12-31
  Lineweaver Wealth Advisors
  Lake Wales, FL
  Valley View, OH
• 2007-08-07 → 2016-03-03
  Smart Money Concepts, Llc
  Sebring, FL
• 2004-09-02 → 2006-07-19
  Usallianz Securities, Inc.
  Clearwater, FL
  Sebring, FL
  Sebring, FL
• 2003-05-19 → 2004-09-07
  Voya Financial Advisors, Inc.
  Sebring, FL

Other Businesses

1) 05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - No Business Name - Investment Related - Port Charlotte, Florida - NVI Trails only - Start Date- 2001 - 2 Hours Per Month/ 2 Hours During Securities Trading 3) 05/18/2022 - Suncoast Credit Union-Investment Related - At Reported Business Location(s) - - Senior Financial Institution - Financial Advisor- Start Date 10/9/2018- 160 Hours Per Month/ 160 Hours During Securities Trading 4) 04/16/2024 - Other - Ride sharing business - Owner - Not Investment Related - Home Based - Start Date 04/20/2024 - 30 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-04-23
• S65 Uniform Investment Adviser Law Examination
  2000-06-09

Designations

• Certified Financial Planner