John McPherson, financial advisor Sweetwater TX

John McPherson

CRD Number: 4689923
Current Firm: Mutual Advisors, LLC

John McPherson (CRD# 4689923) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 20 years of experience in the finance industry.

Similar Advisors
Jason Blake, financial advisor Sweetwater TX
Jason S. Blake
CRD# 3126704
Edward Jones
Similar Advisors
Jeremy Dodd, financial advisor Sweetwater TX
Jeremy A. Dodd
CRD# 4065448
Mutual Advisors, LLC
Similar Advisors
Mark Garcia, financial advisor Sweetwater TX
Mark A. Garcia
CRD# 6981612
Mutual Advisors, LLC
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Oct 2017 - Current 6
Mutual Advisors, LLC Casper, WY Oct 2017 - Current 6
1st Metropolitan Mortgage Sweetwater, TX Jan 2003 - Current 21
Jm Eagle, LLC Sweetwater, TX Jul 1999 - Current 24
Investment Centers Of America Sweetwater, TX Jul 2003 - Oct 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for John T. McPherson
Phone Number: 307-439-6357
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,947
    MILLIONS
  • Total Number of Accounts
    20,381
    ACCOUNTS
  • Average Account Value
    $340,863
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from John McPherson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.