Gregory McPherson, financial advisor Oak Creek WI
66 score

Gregory McPherson

CRD Number: 1091735
Current Firm: Nationwide Securities, LLC

Gregory McPherson (CRD# 1091735) is an Investment Advisor Representative working at Nationwide Securities, LLC in Oak Creek, WI and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nationwide Securities, LLC Oak Creek, WI Nov 2016 - Current 1
Nationwide Financial Oak Creek, WI Nov 2016 - Current 1
Mcpherson Financial Waukesha, WI Mar 2007 - Current 11
Questar Capital Corporation Minneapolis, MN Jul 2014 - Oct 2016 2
Questar Asset Management Minneapolis, MN Jul 2014 - Oct 2016 2
Symetra Investment Services, Inc. Bellevue, WA Mar 2007 - Jul 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Feb 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory T. McPherson
Phone Number: 888-753-7364
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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)
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

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BADGES
66

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