Mark McPherson, financial advisor Scottsdale AZ
81 score

Mark McPherson

CRD Number: 1229084
Current Firm: Public Safety Financial/galloway

Mark McPherson (CRD# 1229084) is an Investment Advisor Representative working at Public Safety Financial/galloway in Scottsdale, AZ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Galloway Asset Management LLC Mesa, AZ Jun 2008 - Current 8
Cambridge Investment Research Advisor, Inc. Fairfield, IA Jan 2014 - Jul 2014 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2008 - Jul 2014 6
Galloway Asset Management LLC Mesa, AZ Jan 2008 - Oct 2008 < 1
Multi-financial Securities Corp Denver, CO Jun 2003 - Jun 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Nov 1995
S66 NASAA Uniform Combined State Law Examination Jul 2003
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mark S. McPherson
Phone Number: 480-325-8668
Firm Website:
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States


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