Unclaimed
Brandon McPherson is a financial advisor currently associated with Linden Thomas Advisory Services, LLC and Indexperts, LLC. Brandon is registered with the state of North Carolina as an Investment Advisor Representative. Brandon holds the Chartered Financial Analyst designation. Brandon has work experience at Linden Thomas and Company Securities, LLC, Wells Fargo, Principia Consulting, and Monster Worldwide.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
06/07/2024 - Present
Linden Thomas Advisory Services, LLC (CHARLOTTE NC)
Active
Inactive
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