Karla Noemi Mcfarland

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2013 → 07/2017
  Northwestern Mutual Life Insurance Company
  San Diego, CA
• 07/2017 → 08/2017
  Edward Jones
  St Louis, MO
• 10/2017 → 08/2018
  Merrill Lynch
  Riverside, CA
• 08/2017 → 09/2017
  Unemployed
  Aliso Viejo, CA
• 08/2018 → 02/2019
  Unemployed
  Menifee, CA
• 02/2019 → 04/2020
  Raymond James Financial Services, Inc
  Murrieta, CA
• 08/2020 → 01/2024
  Valic Financial Advisors, Inc.
  Orange, CA
• 04/2020 → 08/2020
  Unemployed
  Menifee, CA
• 12/2022 → 01/2024
  Agia
  Houston, TX
• 01/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2020-08-13 → 2024-01-29
  Valic Financial Advisors, Inc.
  Glendale, CA
  Woodland Hills, CA
• 2019-02-20 → 2020-04-23
  Raymond James Financial Services Advisors, Inc
  Murrietta, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-09
• S63 Uniform Securities Agent State Law Examination
  2018-10-19

Other Names

• Karla Noemi Siler
• Karla Noemi Arambula
• Karla Noemi Rivera
• Karla Noemi Mcfarland
• Karla Arambula
• Karla Arambula De Rivera
• Karla Rivera
• Karla Siler
• Karla Mcfarland