James McPherson, financial advisor Juno Beach FL
90 score

James McPherson

CRD Number: 5918462
Current Firm: Concorde Asset Management, LLC

James McPherson (CRD# 5918462) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Juno Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Troy, MI Jun 2015 - Current 1
Wells Fargo Advisors West Palm Beach, FL Dec 2012 - Jun 2015 2
Bank Of America, N.a. Jupiter, FL Nov 2011 - Dec 2012 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Jupiter, FL Apr 2011 - Dec 2012 1
The Breakers Palm Beach, FL Oct 2010 - Dec 2012 2
Wachovia Palm Beach Gardens, FL Nov 2010 - Apr 2011 < 1
Jupiter Beach Resort Jupiter, FL Sep 2010 - Mar 2011 < 1
Mcpherson Electrical Contractors Quincy, FL Mar 1991 - Dec 2010 19
Chase Health Advance Tallahassee, FL May 2010 - Jul 2010 < 1
Cafe Cabernet Tallahassee, FL Mar 2009 - May 2010 1
Graybar Electrical Distributors West Palm Beach, FL Jul 2008 - Feb 2009 < 1
Testas Palm Beach Palm Beach, FL Oct 2008 - Dec 2008 < 1
Anthony's Coal Fired Pizza Palm Beach Gardens, FL Oct 2007 - Jul 2008 < 1
First United Financial West Palm Beach, FL Feb 2007 - Aug 2007 < 1
Cafe Cabernet Tallahassee, FL Dec 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for James D. McPherson
Phone Number: 248-824-6710
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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