Douglas McPherson, financial advisor Chapel Hill NC

Douglas McPherson

CRD Number: 4592301
Current Firm: Osaic Institutions, Inc.

Douglas McPherson (CRD# 4592301) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Apr 2016 - Current 7
Citizens Bank & Trust Lakeland, FL Apr 2016 - Current 7
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Douglas W. McPherson
Phone Number: 203-599-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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