Invested Better
Unclaimed

Unclaimed

Unclaimed

Arthur Roy McPherson

Prostatis Financial Advisors Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Arthur? Claim Your Profile

About Arthur Roy McPherson

Arthur McPherson is a financial advisor with over 30 years of experience. Currently registered with Prostatis Financial Advisors Group in Melbourne, Florida, Arthur's career includes previous affiliations with TAYLOR CAPITAL MANAGEMENT INC., STERNE AGEE FINANCIAL SERVICES, INC., TRANSAM SECURITIES, INC., ONEAMERICA SECURITIES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, and CFG SECURITIES CORP. Arthur McPherson is a licensed insurance agent and manages McPherson Financial Group, LLC. He offers financial planning and investment advisory services to both individuals and high-net-worth clients. Arthur McPherson is committed to providing his clients with comprehensive financial advice and solutions to meet their individual needs.

Firm Information

Arthur McPherson is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Arthur McPherson’s Registration & Firm History

FL

02/25/2019 - Present

Prostatis Financial Advisors Group (Melbourne FL)

FL

11/12/2014 - 07/30/2019

TAYLOR CAPITAL MANAGEMENT INC. (Melbourne FL)

FL

04/04/2012 - 11/13/2014

STERNE AGEE FINANCIAL SERVICES, INC. (MELBOURNE FL)

FL

06/01/2006 - 04/27/2012

TRANSAM SECURITIES, INC. (MELBOURNE FL)

IN

12/22/2000 - 06/15/2006

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

12/22/2000 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

CA

11/18/1998 - 01/05/2001

TRANSAM SECURITIES, INC. (LOS ANGELES CA)

FL

02/22/1993 - 11/23/1998

CFG SECURITIES CORP. (LONGWOOD FL)

NA

09/14/1992 - 12/18/1992

F.N. WOLF & CO., INC.

Not sure if Arthur Roy McPherson is right for you?

Licenses & Designations

BOTH

Issued 10/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Arthur Roy McPherson. Review regulatory record here.
Not sure if Arthur Roy McPherson is right for you?