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David W McPherson

PFS Investments Inc.

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About David W McPherson

David McPherson is a financial advisor with PFS Investments Inc. David has been in the industry since 2004 and has been with PFS Investments Inc. since 2013. David is registered with FINRA and the states of Florida and Georgia. David has been licensed with Primerica Financial Services since 2013, and also has experience with Comerica Bank and American Express. David is dedicated to providing his clients with personalized financial advice to help them achieve their goals.

Firm Information

David McPherson is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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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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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David McPherson’s Registration & Firm History

CO

06/21/2021 - Present

PFS Investments Inc. (COLORADO SPRINGS CO)

FL

12/09/2013 - 12/31/2019

PFS INVESTMENTS INC. (CORAL SPRINGS FL)

FL

08/31/2012 - 08/23/2013

PNC INVESTMENTS (CORAL SPRINGS FL)

FL

02/19/2010 - 08/31/2011

BB&T INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)

AL

11/04/2008 - 09/21/2009

COLONIAL BROKERAGE, INC. (MONTGOMERY AL)

FL

09/10/2007 - 09/11/2008

AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)

FL

09/09/2003 - 07/23/2007

WACHOVIA SECURITIES, LLC (TAMARAC FL)

MN

11/09/2001 - 05/13/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/09/2001 - 05/13/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for David W McPherson. Review regulatory record here.
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