Martin Dwayne Mc Farling

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Jamestown, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Jamestown, NC

Other Businesses

Real Estate Ownership; Multi-Family; 1020 Hale St. Durham,NC 27705, ,; ; / Commercial; 4917 Piedmont Pkwy Suite 103 Jamestown, NC, ,; Not Investment-Related; 06/01/2006 / Single Family; 214 Shore Drive, , Salter Path, NC, 28575; Not Investment-Related; 06/07/2021. Business Ownership; McFarling Commercial Properties; ; LLC that owns office space I run my practice out of; 5014 Renville DriveGreensboro, Nc 27406, ,; ; 03/01/2006; 1 to 9 hours per month; . Board of Directors; Guilford Crossing Professional Center POA; treasurer; 4917 Piedmont Pkwy ste 103 Jamestown, NC 27282, ,; ; 03/01/2014; 1 to 9 hours per month; 0 during trading hours. Real Estate License; Yes. Outside Employment; National Vendor Management Services (formally Auction.com); Self employed sign installs and photos for website Auction.com -; Installing auction.com signage and taking photos of properties being auctioned for the website.; 5014 Renville Dr Greensboro,NC 27406, ,; Not Investment-Related; 10/24/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-29

Other Names

• Martin Dwayne Mc Farling
• Martin Dwayne Mcfarling