David McPherson, financial advisor Mashpee MA

David McPherson

CRD Number: 5266409
Current Firm: Four Ponds Financial Planning
David McPherson (CRD# 5266409) is an Investment Advisor Representative working at Four Ponds Financial Planning in Falmouth, MA and has over 9 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Four Ponds Financial Planning LLC Falmouth, MA Nov 2006 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for David J. McPherson
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $352,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MA, ME, NH, RI, SC, TX

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