Douglas Mcpherson
Douglas Mcpherson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Diego, CA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
701 B St, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Douglas is involved with Comparato McPherson Trust (rental properties) since 2003, dedicating minimal time. He is also a committee member for Lambda Legal, a charitable organization, spending minimal time assisting with fundraising.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
Chadwick Securities, INC.Broker
Wentworth Securities, INC.Broker
Remington Securities, INC.Broker
State Registrations36 states
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.