James Matthew McPherson

James Matthew McPherson is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

Registration history (3)

FirmFromToCurrent
FINANCIAL ENGINES ADVISORS L.L.C.2018-11-01presentYes
EDELMAN FINANCIAL SERVICES, LLC2017-09-272018-11-01
LPL FINANCIAL LLC2011-12-202017-09-13

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