Mcpherson & Mayberry Personal Wealth Management

Mcpherson & Mayberry Personal Wealth Management (CRD# 106731) is a financial advisory firm headquartered in Dallas, TX. They manage $17,711,272 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $295,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Mcpherson & Mayberry Personal Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Daniel L. McPherson
CRD#: 1191956
8360 Lbj Freeway, Suite 100, Dallas, TX 75243
93
Wealthminder
score

Daniel McPherson (CRD# 1191956) is an Investment Advisor Representative working at Mcpherson & Mayberry Personal Wealth Management in Dallas, TX and has over 34 years of experience in the finance industry.

2
Kerry M. Rigdon
CRD#: 1294148
8360 Lbj Freeway, Suite 100, Dallas, TX 75243
73
Wealthminder
score

Kerry Rigdon (CRD# 1294148) is an Investment Advisor Representative working at Mcpherson & Mayberry Personal Wealth Management in Dallas, TX and has over 33 years of experience in the finance industry.

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