Brandon
Mcpherson
Linden Thomas Advisory Services, LLC
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About this Advisor
Brandon Mcpherson is a chartered financial analyst based out of Charlotte, North Carolina who has 4 years of industry experience. Mcpherson is an advisor for Linden Thomas Advisory Services, LLC. During their career, the advisor has held roles at Linden Thomas And Company Securities, LLC, Wells Fargo, Principia Consulting, Monster Worldwide and Pee Dee Fcu. Mcpherson is approved to advise clients in North Carolina. Linden Thomas Advisory Services, LLC is an advisory company headquartered in Charlotte, NC. It manages $1 billion in assets under management between its 6,096 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 6,096 accounts, 66% are held by high-net-worth clients who have greater than $1 million in assets. Linden Thomas Advisory Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which service is provided. Fee types billed by Linden Thomas Advisory Services, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linden Thomas Advisory Services, LLC Brokerage Details
$1,139,212,272
11
6,096
$186,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brandon Mcpherson Work History
Brandon has been registered as a financial advisor for 4 years.*
Linden Thomas And Company Securities, LLC
Wells Fargo
Principia Consulting
Monster Worldwide
Pee Dee Fcu
*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 Brandon 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 Linden Thomas Advisory Services, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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