Bryan F. Mcpherson

ROUND TABLE INVESTMENT MANAGEMENT

West Lebanon, NH 03784

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CRD#: 4654228

Professional summary

Bryan Francis Mcpherson, who also goes by Bryan Frances Mcpherson, is a registered financial advisor currently at ROUND TABLE INVESTMENT MANAGEMENT, LLC located in West Lebanon, New Hampshire.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bryan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Frances Mcpherson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BRYAN F MCPHERSON - ACCOUNTING: SOLE-PROPRIETOR, PROVIDE ACCOUNTING SERVICES TO SMALL BUSINESSES AND SMALL BUSINESS OWNERS. ADDRESS: 31 ROLLING RIDGE ROAD LEBANON, NH INVESTMENT RELATED: NO HOURS: AVERAGE 5 HOURS PER MONTH, MOSTLY DONE NIGHTS AND WEEKENDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Francis Mcpherson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 15, 2015 - Present

ROUND TABLE INVESTMENT MANAGEMENT, LLC

Office #1: 93 South Main St Suite #202, West Lebanon, NH 03784

RIA

CRD#: 182514

West Lebanon, NH

Past

May 2, 2014 - January 30, 2015

PEG CAPITAL MANAGEMENT INC

RIA

CRD#: 105535

CANAAN, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(4/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2014

Uniform Investment Adviser Law Examination

Current Firm

ROUND TABLE INVESTMENT MANAGEMENT, LLC

CRD#: 182514 / SEC#:

New Hampshire

Registered Investment Advisory firm - (4/15/2015 Approved)

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Contact information

Main Address

93 South Main St Suite #202, West Lebanon, NH 03784

Mailing Address

Phone number

(603) 678-8153

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 52,508,413

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan F. Mcpherson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Francis Mcpherson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROUND TABLE INVESTMENT MANAGEMENT, LLC

PEG CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2014

Current Firm

ROUND TABLE INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROUND TABLE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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