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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McPherson is an investment advisor representative at DSG Capital Advisors, LLC. Craig has been in the industry for over 16 years and specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Craig has a Series 65 license and has been registered with the state of Minnesota since August 21, 2024. Craig is also a flight officer for United Airlines, which takes approximately 10% of their time during the month.
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.
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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MN
08/21/2024 - Present
DSG Capital Advisors, LLC (EDINA MN)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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