Unclaimed
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 a financial advisor with Wells Fargo Clearing Services, LLC. Craig has over 20 years of experience in the financial industry. Craig has been registered with the state of Florida since 2011 and also holds registrations in Texas. Craig has a Series 66, Series 31 and Series 7 licenses, and is also a Certified Financial Planner. Craig's previous experience includes positions at Morgan Keegan & Company, Inc. and BANC of America Investment Services, Inc.
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.
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.
Investment consulting services to institutional clients
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
10/25/2011 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
04/03/2009 - 10/25/2011
MORGAN KEEGAN & COMPANY, INC. (JACKSONVILLE FL)
FL
03/31/2003 - 04/08/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
NY
05/31/2002 - 03/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Craig McPherson is the right advisor for you? Invested Better is here to help.
