Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen David McPherson is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Ben McPherson is registered with the Securities and Exchange Commission as an investment advisor representative and holds FINRA Series 6, 63 and SIE licenses. Ben McPherson has over 5 years of experience in the financial industry and specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses. Ben McPherson is registered in 46 states and is committed to providing personalized service and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
09/25/2019 - Present
Cambridge Investment Research Advisors, Inc. (Cookeville TN)
IA
Issued 09/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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