Brandon Mcpherson is a CFA-designated registered investment advisor at Indexperts, LLC, based in Charlotte, NC, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
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Location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
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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 →Employment History
Current Registrations
Indexperts, LLC
November 2024 - Present · 1 yr 5 mos
Linden Thomas Advisory Services, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Linden Thomas Advisory Services, LLC
December 2019 - May 2024 · 4 yrs 5 mos
State Registrations1 state
NC
Advisor
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.