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David Mcpherson

Primerica Advisors
21 Years of Experience
Coral Springs, FL
3 DisclosuresBroker
View SEC Summary
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David Mcpherson is a registered investment advisor at Primerica Advisors, based in Coral Springs, FL, with 21 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7401 Wiles Rd, Ste 213-A, Coral Springs, FL, 33067

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2025
Judgment / Lien
March 2013
Judgment / Lien
April 2010
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Primerica Advisors
August 2026 - Present · 2 mos
PFS Investments INC.Broker
July 2026 - Present · 3 mos
Previous Registrations
Primerica Advisors
June 2021 - December 2024 · 3 yrs 6 mos
PFS Investments INC.Broker
January 2020 - December 2024 · 4 yrs 11 mos
Primerica Advisors
April 2014 - December 2019 · 5 yrs 8 mos
PFS Investments INC.Broker
December 2013 - December 2019 · 6 yrs
PNC Investments
September 2012 - August 2013 · 11 mos
PNC InvestmentsBroker
August 2012 - August 2013 · 1 yr
Bb&t Investment Services, INC.
September 2010 - August 2011 · 11 mos
Bb&t Investment Services, INC.Broker
February 2010 - August 2011 · 1 yr 6 mos
Colonial Brokerage, INC.Broker
November 2008 - September 2009 · 10 mos
Ameriprise Financial Services, INC.
September 2007 - September 2008 · 1 yr
Ameriprise Financial Services, INC.Broker
September 2007 - September 2008 · 1 yr
Wachovia Securities, LLC
September 2003 - July 2007 · 3 yrs 10 mos
Wachovia Securities, LLCBroker
September 2003 - July 2007 · 3 yrs 10 mos
American Express Financial Advisors, INC.
November 2001 - May 2003 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
November 2001 - May 2003 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
November 2001 - May 2003 · 1 yr 6 mos
State Registrations2 states
FLGA
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.
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