RM
RM

Robert Mcpherson

42 Years of Experience
Washington, DC
Broker

Robert Mcpherson is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert serves on the City of Alexandria Waterfront Commission since March 2022. He dedicates a few hours per week to this political office.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 1995 - Present · 31 yrs 5 mos
Raymond James & Associates, INC.Broker
July 1993 - Present · 33 yrs
Raymond James & Associates, INC.
July 1993 - Present · 33 yrs
Previous Registrations
Ferris, Baker Watts IncorporatedBroker
November 1984 - July 1993 · 8 yrs 8 mos
Fidelity Brokerage Services, INC.Broker
February 1984 - November 1984 · 9 mos
Fidelity Distributors CorporationBroker
June 1983 - February 1984 · 8 mos
State Registrations32 states
ALAZCACODCDEFLGAIAILINMAMDMEMIMNMSMTNCNHNJNYOHOKORPASCTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.