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.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|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 Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)