Gregory McPherson, financial advisor Minneapolis MN
66 score

Gregory McPherson

CRD Number: 1091735
Current Firm: Questar Asset Management, Inc.

Gregory McPherson (CRD# 1091735) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Minneapolis, MN and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Questar Capital Corporation Minneapolis, MN Jul 2014 - Current 2
Questar Asset Management Minneapolis, MN Jul 2014 - Current 2
Mcpherson Financial Waukesha, WI Mar 2007 - Current 9
Symetra Investment Services, Inc. Bellevue, WA Mar 2007 - Jul 2014 7
A. G. Edwards & Sons, Inc. St. Louis, MO May 2003 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
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:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory T. McPherson
Phone Number: 888-446-5872
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
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
  • 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
66

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