Gary McPherson, financial advisor Germantown MD
69 score

Gary McPherson

CRD Number: 5340759
Current Firm: Cambridge Investment Research Advisors, Inc.

Gary McPherson (CRD# 5340759) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Germantown, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2013 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2013 - Current 3
Minnesota Life Ins Co St Paul, MN Sep 2012 - Sep 2013 1
Securian Financial Services, Inc. St Paul, MN Sep 2012 - Sep 2013 1
Financial Advantage Associates Rockville, MD Sep 2012 - Sep 2013 1
Northwestern Mutual Investment Services, LLC Mclean, VA Jul 2008 - Aug 2012 4
The Thomas Group Mclean, VA May 2008 - Aug 2012 4
Cuso Financial Services, LP San Diego, CA Nov 2007 - May 2008 < 1
Pentagon Federal Credit Union Washington, DC Nov 2007 - May 2008 < 1
Applied Financial Wisdom Highland, MD Sep 2007 - Nov 2007 < 1
Unemployed Gaithersburg, MD Aug 2007 - Sep 2007 < 1
Raymond James Financial Services, Inc. Rockville, MD May 2007 - Aug 2007 < 1
Tripp Financial Consultants Rockville, MD Apr 2007 - Aug 2007 < 1
Campbell & Company Inc. Towson, MD Feb 2002 - Apr 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Jun 2012
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:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Gary L. McPherson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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
69

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