James McPhersonCRD 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.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|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|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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