Gary Lewis Mcpherson

Current Employers

Employment History

• 10/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2013 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-01-10 → 2013-09-20
  Securian Financial Services, Inc.
  Rockville, MD
• 2012-06-04 → 2012-08-31
  Northwestern Mutual Investment Services, Llc
  Mc Lean, VA

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 10411 MOTOR CITY DR STE 750, BETHESDA, MD, 9/2013 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 60/MO - 3/TRADING. 2.MCPHERSON FINANCIAL PARTNERS LLC, 6701 DEMOCRACY BLVD, DEMOCRACY ONE PLAZA, STE 300, BETHESDA, MD, 09/10/13 AS SR. MANAGING PARTNER. INV REL- 0/TRADING.INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 60/MO- 3/TRADING 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.AMERICAN FINANCIAL EDUCATION ALLIANCE, 8514 MCALPINE PARK DR, STE 280, CHARLOTTE, NC, BOARD MEMBER- CHAPTER PRESIDENT, NIR, 501 (c)(3) NON PROFIT-4/MO-0/TRADING 5.MCPHERSON FINANCIAL PARTNERS, LLC, 10421 MOTOR CITY DR. #34625, BETHESDA, MD, TEACHER, FINANCIAL LITERACY VOLUNTEER, 01/11/20, NIR, 1/WK- 0/TRADING 6.JINFINTI PRECISION MEDICINE, 1120 15TH ST, AUGUSTA GA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 10/15/20, NIR, 10/YR- 0/TRADING 7.MCPHERSON FINANCIAL PARTNERS, LLC, 6701 DEMOCRACY BLVD, DEMOCRACY ONE PLAZA, STE 300, BETHESDA, MD, DBA, SR MANAGING PARTNER, NIR, 03/26/17, 50/WK- 0/TRADING 8.SPIRIT CLUB FOUNDATION, INC, 4507 DRESDEN ST, KENSINGTON, MD, BOARD MEMBER OF A NON-PUBLIC ENTITY, 04/07/21, NIR, Helping families with disabilities, 5 hr/mo- 0/trading hr 9.COMMUNITY EDUCATION RESEARCH GROUP, 4021 MINNESOTA AVE, NE, WASHINGTON, DC, BOARD MEMBER OF NON-PUBLIC ENTITY, 04/15/21, NIR, ASSISTING YOUTH IN DC AREA, 5 HR/MO- 0/TRADING HR. 10.WILLIAMSON FINANCIAL MANAGEMENT GROUP (WFMG), 209 Rue St. Louis St, Florissant MO 63031, United States, 02/01/2022, Consultant, DBA Name, INV REL, 1 HR/MO- 1/TRADING HR 11.MFPRETIREMENT, 3271 Hawksbill St SW, Concord NC 28027, United States, 01/01/2022, IAR, DBA, INV REL, 2/MO - 2/Trading 12.401GO ADVISORY BOARD, 3271 Hawksbill St SW, Concord NC 28027, 11/2024, Board Member, Volunteer, NIR, 1 HR/MO, 1 HR/MO TRADING. 13. REMARKABLE RETIREMENT, VOLUME 2, 3271 Hawksbill St SW, Concord NC 28027, United States, 11/01/2024, Co-Author (Financial Adviser), Author/Educator/Podcast/Speaker, NIR, 1 HR/MO - 1 HR/MO TRADING 14. CAMBRIDGE BLACK ADVISOR GROUP, 3271 Hawksbill St SW, Concord NC 28027, United States, 10/15/2025, Director, Referrals, NIR, 2 HR/MO - 0 HR/MO TRADING 15. BLACK ADVISOR GROUP, 3271 Hawksbill St SW, Concord NC 28027, United States, 10/15/2025, Director, Referrals, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-01
• S63 Uniform Securities Agent State Law Examination
  2009-04-20

Other Names

• Gary Lewis Mcpherson