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Christian David McPherson

Prostatis Financial Advisors Group

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About Christian David McPherson

Christian McPherson is a financial advisor currently registered with Prostatis Financial Advisors Group. Christian McPherson is a CERTIFIED FINANCIAL PLANNER™ professional who provides financial advice and portfolio management services to individuals. Christian McPherson is a Series 7 and Series 66 licensed professional with a background in financial services at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Marketing Corporation. Christian McPherson is also a licensed insurance agent. Christian McPherson has been in the financial services industry since 2020.

Firm Information

Christian 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.

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financial planning services

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

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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.

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percentage of assets

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

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Christian McPherson’s Registration & Firm History

FL

06/14/2024 - Present

Prostatis Financial Advisors Group (Melbourne FL)

NC

05/11/2020 - 01/18/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONCORD NC)

NC

11/01/2019 - 03/31/2020

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian David McPherson.
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