Douglas McPhersonCRD Number: 4592301
Current Firm: Infinex Investments, Inc.
Douglas McPherson (CRD# 4592301) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Citizens Bank & Trust||Lakeland, FL||Apr 2016 - Current||1|
|Infinex Investments, Inc.||Meriden, CT||Apr 2016 - Current||1|
|Jpmorgan Chase Bank, N.a.||Village Of Golf, FL||Mar 2013 - Mar 2016||3|
|J.p. Morgan Securities||Palm Beach, FL||Mar 2013 - Mar 2016||3|
|Jpmorgan Chase Bank||Palm Beach, FL||Jan 2006 - Mar 2013||7|
|J.p. Morgan Securities||Palm Beach, FL||Jan 2006 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV