Scott McPherson, financial advisor Bethany OK

Scott McPherson

CRD Number: 7292924
Current Firm: Mcguire Capital Advisors, Inc.

Scott McPherson (CRD# 7292924) is an Investment Advisor Representative working at Mcguire Capital Advisors, Inc. in Bethany, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mcguire Capital Advisors, Inc. Bethany, OK Apr 2023 - Current 1
Mcguire Retirement Solutions, LLC Bethany, OK Jul 2021 - Current 2
Scott Mcpherson, Sole Proprietor Lindsay, OK Jul 2002 - Current 21
Mcguire Capital Management, LLC Bethany, OK Sep 2020 - Apr 2023 2
Plaster & Wald Consulting Corp. Mustang, OK Jul 2005 - Sep 2022 17
Cordova & Mcpherson Cpa Firm LLC Mustang, OK Apr 2018 - Oct 2020 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Scott W. McPherson
Phone Number: 405-760-5863
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • Average Account Value
    $68,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OK, TX

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