David Mcpherson

CRD 4460850 · Primerica Advisors · Coral Springs, FL

BrokerRegistration inactive

Also appears in the source record as: David Mc Pherson; David Winston Mc Pherson-Reefe; David W Mcpherson; David Mcpherson; David Winston Mcpherson Reefe; David Mcpherson-Reefe

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (1): Florida
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4460850 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (12)

From the source registration record · current first

Pfs Investments Inc.Current
Coral Springs, FL · BC capacity

start not retrieved → present
Primerica Advisors
Coral Springs, FL · IA capacity

Jun 21, 2021 → Dec 31, 2024
Pnc Investments
Coral Springs, FL · IA capacity

Sep 11, 2012 → Aug 23, 2013
Pnc Investments
Coral Springs, FL · BC capacity

Aug 31, 2012 → Aug 23, 2013
Bb&t Investment Services, Inc.
Ft. Lauderdale, FL · IA capacity

Sep 14, 2010 → Aug 31, 2011
Bb&t Investment Services, Inc.
Ft. Lauderdale, FL · BC capacity

Feb 19, 2010 → Aug 31, 2011
Colonial Brokerage, Inc.
Montgomery, AL · BC capacity

Nov 4, 2008 → Sep 21, 2009
Ameriprise Financial Services, Inc.
Plantation, FL · IA capacity

Sep 11, 2007 → Sep 11, 2008
Ameriprise Financial Services, Inc.
Plantation, FL · BC capacity

Sep 10, 2007 → Sep 11, 2008
Wachovia Securities, LLC
Tamarac, FL · IA capacity

Sep 15, 2003 → Jul 23, 2007
Wachovia Securities, LLC
Tamarac, FL · BC capacity

Sep 9, 2003 → Jul 23, 2007
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Nov 9, 2001 → May 13, 2003

Source & corrections

Where this page comes from

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