Robert McPhersonCRD Number: 1134106
Current Firm: Raymond James & Associates, Inc.
Robert McPherson (CRD# 1134106) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 34 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Raymond James & Associates, Inc.||Washington, DC||Jul 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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