James
Mcpherson
Financial Engines Advisors L.L.C
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About this Advisor
James Mcpherson is a financial advisor working in Henrico, Virginia with 5 years of industry experience. Mcpherson works at Financial Engines Advisors L.L.C. Throughout their career, they have worked at Lpl Financial, Edelman Financial Services, LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Mcpherson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Financial Engines Advisors L.L.C is an advisory firm operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 financial advisors. It oversees $242 billion in total assets across its 1,594,707 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 54 charities and foundations. Of its 1,594,707 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which service is provided. Fees charged by Financial Engines Advisors L.L.C can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Mcpherson Work History
James has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Edelman Financial Services, LLC
Ef Legacy Securities, LLC
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mcpherson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Engines Advisors L.L.C
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Fairfax, VA
Virginia Beach, VA
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