David McPhersonCRD Number: 5266409
Current Firm: Four Ponds Financial Planning
Lpl Financial LLC
Ameriprise Financial Services, LLC
Barry Investment Advisors, LLC
|Four Ponds Financial Planning LLC||Falmouth, MA||Nov 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management114MILLIONS
Total Number of Accounts324ACCOUNTS
Average Account Value$352,047
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, ME, NH, RI, SC, TX
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