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David McPherson, financial advisor Mashpee MA

David McPherson

CRD Number: 5266409
Current Firm: Four Ponds Financial Planning
David McPherson (CRD# 5266409) is an Investment Advisor Representative working at Four Ponds Financial Planning in Falmouth, MA and has over 9 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Four Ponds Financial Planning LLC Falmouth, MA Nov 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for David J. McPherson
13 Steeple Street, Suite 203, Mashpee, MA 02649
Phone Number: 888-285-7705
Advisor Website: http://www.fourpondsfinancial.com
Firm Website: https://www.facebook.com/fourpondsfinancial/
Registered State(s):
  • FL
  • ME
  • MA
  • TX
Current Firm Details
Four Ponds Financial Planning
Firm's CRD Number: 142683
13 Steeple Street, Suite 203, Mashpee, MA 02649
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $370,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, ME, NH, RI, SC, TX

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