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David Joseph McPherson

F L Putnam Investment Management Co.

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About David Joseph McPherson

David McPherson is a financial advisor with over 17 years of experience in the industry. David is currently registered with F L Putnam Investment Management Co. and Four Ponds Financial Planning. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license. David is also a member of the GPN ALLIANCE, INC., a member-owned organization for financial planners. David has been involved in the financial planning industry since November 2006. David has extensive experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. David provides a variety of financial planning services including portfolio management, financial planning, educational seminars, and selection of other advisors.

Firm Information

David McPherson is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring and consulting

Portfolio monitoring and consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Assets under advisement

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David McPherson’s Registration & Firm History

MA

08/02/2024 - Present

F L Putnam Investment Management Co. (MASHPEE MA)

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Licenses & Designations

IA

Issued 08/09/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joseph McPherson.
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