David
Mcpherson
Pfs Investments Inc
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About this Advisor
David Mcpherson is a financial advisor working in Colorado Springs, Colorado with a total of 2 years of industry experience. Mcpherson works at Pfs Investments Inc. Throughout their career, Mcpherson has worked at Pnc Investments, Primerica Financial Services, Pfs Investments Inc, Comerica Bank and American Express. Mcpherson holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in Florida. Pfs Investments Inc is a financial advisory company operating out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets under management across its 56,552 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which services are offered. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Mcpherson Work History
David has been registered as a financial advisor for 2 years.*
American Express
Comerica Bank
Primerica Financial Services
Pfs Investments Inc
Pnc Investments
*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 David Mcpherson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
