Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McPherson is an Investment Advisor Representative with Edelman Financial Engines. He is based in Henrico, VA and has been in the industry since 2011. James holds the Series 66, Series 7, and SIE licenses. James is a member of the Investment Advisor Association and the Financial Planning Association. He is also an active member of the local community.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (HENRICO VA)
VA
09/27/2017 - 10/15/2019
EF LEGACY SECURITIES, LLC (HENRICO VA)
SC
10/04/2011 - 09/13/2017
LPL FINANCIAL LLC (FORT MILL SC)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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