Christian
Mcpherson

Prostatis Financial Advisors Group

CRD#7162421
Investment Advisor
in Melbourne, FL

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About this Advisor

Christian Mcpherson is a financial advisor based in Melbourne, Florida, working with Prostatis Financial Advisors Group. Christian has previously held positions at The Vanguard Group, Inc, Liberty University, Chick-Fil-A, Pizza Gallery And Grill, Cold Stone Creamery, Rave Motion Pictures, Top Dog Car Wash, Viera High, Eastern Florida State College, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Prostatis Group LLC Dba Mcpherson Financial Group, and World Equity Group, Inc. Christian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Christian is part of Prostatis Financial Advisors Group, which operates out of Melbourne, Florida. The firm has 8 offices and 14 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prostatis Financial Advisors Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3159 Alzante Cir.
Melbourne, FL 32940

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Prostatis Financial Advisors Group Brokerage Details

Total Assets Under Management

$405,004,861

FL Average: $6,889,882,315
Total Number of Employees

14

FL Average: 45
Total Number of Accounts

3,887

FL Average: 765
Average Account Size

$104,195

FL Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christian Mcpherson Work History

2024 - Present (0 year)

Prostatis Group LLC Dba Mcpherson Financial Group

2024 - Present (0 year)

World Equity Group, Inc

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2019 - Present (5 years)

The Vanguard Group, Inc

2018 - 2018 (< 1 year)

Liberty University

2017 - 2018 (1 year)

Liberty University

2016 - 2017 (1 year)

Pizza Gallery And Grill

2016 - 2017 (1 year)

Rave Motion Pictures

2016 - 2019 (3 years)

Liberty University

2015 - 2016 (1 year)

Cold Stone Creamery

2015 - 2016 (1 year)

Eastern Florida State College

2014 - 2015 (1 year)

Top Dog Car Wash

2012 - 2017 (5 years)

Chick-Fil-A

2012 - 2015 (3 years)

Viera High

Disclosures

Please visit the SEC profile of Christian 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 Prostatis Financial Advisors Group

Robert Pudmericky
Hanover, MD
Luke Mccarty
Melbourne, FL
Michael Mcghee
Rodeo, CA
Brian Canet
Hanover, MD
Samantha Nash
Hanover, MD
Lawrence Kiely
Hanover, MD
Christian Mcpherson
Melbourne, FL
Katherine Groce
Hanover, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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