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Inactive

Ian Douglas Macpherson

Prime Buchholz LLC

Portsmouth, NH

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Current Employers
Prime Buchholz Llc

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-31
  • TX RA
    APPROVED_RES
    Since 2023-03-31

Branch Locations

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Family Wealth Boston MA 04/2004 Present
  • 04/2004 → Present
    Wells Fargo Family Wealth
    Boston, MA
Previous Registrations
  • 2005-03-01 → 2010-10-15
    Calibre Advisory Services Inc.
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-28
  • S65 Uniform Investment Adviser Law Examination
    2005-02-28
Designations

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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