David McPhersonCRD 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Comerica Bank||Ft. Lauderdale, FL||Feb 2014 - Current||3|
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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