David McPherson, financial advisor Coral Springs FL
81 score

David McPherson

CRD Number: 4460850
Current Firm: Primerica Advisors

David McPherson (CRD# 4460850) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Bank Ft. Lauderdale, FL Feb 2014 - Current 2
Pfs Investments Inc. Coral Springs, FL Dec 2013 - Current 3
Primerica Financial Services Coral Springs, FL Aug 2013 - Current 3
Pnc Investments Coral Springs, FL May 2012 - Aug 2013 1
Unemployed Lauderhill, FL Aug 2011 - May 2012 < 1
Bb&t Investments Ft. Lauderdale, FL Feb 2010 - Aug 2011 1
Colonial Bank Ft Lauderdale, FL Sep 2008 - Feb 2010 1
Colonial Brokerage Ft Lauderdale, FL Sep 2008 - Feb 2010 1
Ameriprise Financial Services, Inc. Plantation, FL Aug 2007 - Aug 2008 1
Wachovia Bank, N.a. Tamarac, FL Mar 2007 - Jul 2007 < 1
Wachovia Securities, LLC Pompano Beach, FL Aug 2003 - Jul 2007 3
Wachovia Bank, N.a. Pompano Beach, FL May 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Jun 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for David W. McPherson
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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