Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conan? Claim Your ProfileConan McPherron is a financial professional with over 25 years of experience in the industry. Conan has been registered with Raymond James & Associates, Inc. since August 2022. Previously, Conan worked with Pacific Select Distributors, LLC, Lincoln Financial Distributors, Inc., Edward Jones, AXA Distributors, LLC, Walnut Street Securities, Inc., and Independent Financial Securities, Inc. Conan offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/12/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MO
01/06/2012 - 04/26/2022
PACIFIC SELECT DISTRIBUTORS, LLC (CHESTERFIELD MO)
MO
01/03/2007 - 10/06/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CHESTERFIELD MO)
MO
03/10/2003 - 11/06/2006
EDWARD JONES (ST LOUIS MO)
NC
05/31/2001 - 09/20/2002
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CA
12/01/1998 - 04/20/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/25/1996 - 06/13/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
CA
03/08/1994 - 07/26/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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