Brandon C. Mcpherson

LINDEN THOMAS ADVISORY SERVICES

CHARLOTTE, NC 28202

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CRD#: 7193666

Professional summary

Brandon Charles Mcpherson is a registered financial advisor currently at LINDEN THOMAS ADVISORY SERVICES, LLC located in Charlotte, North Carolina and INDEXPERTS, LLC located in Charlotte, North Carolina.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brandon has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Charles Mcpherson's CRS (Customer Relationship Summary).

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

June 7, 2024 - Present

LINDEN THOMAS ADVISORY SERVICES, LLC

Office #1: 516 North Tryon Street, Suite 200, Charlotte, NC 28202

RIA

CRD#: 288557

CHARLOTTE, NC

Current

November 15, 2024 - Present

INDEXPERTS, LLC

Office #1: 516 North Tryon Street, Charlotte, NC 28202

RIA

CRD#: 314858

CHARLOTTE, NC

Past

December 19, 2019 - May 20, 2024

LINDEN THOMAS ADVISORY SERVICES, LLC

RIA

CRD#: 288557

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINDEN THOMAS ADVISORY SERVICES, LLC

LINDEN THOMAS ADVISORY SERVICES, LLC | STRATEGIC INDEX ADVISORS, LLC | LINDEN THOMAS AND COMPANY

CRD#: 288557 / SEC#: 801-110683

RIA

Registered Investment Advisory firm - (6/23/2017 Approved)

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

North Carolina
(6/7/2024)

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

Current Firm

LINDEN THOMAS ADVISORY SERVICES, LLC

LINDEN THOMAS ADVISORY SERVICES, LLC | STRATEGIC INDEX ADVISORS, LLC | LINDEN THOMAS AND COMPANY

CRD#: 288557 / SEC#: 801-110683

RIA

Registered Investment Advisory firm - (6/23/2017 Approved)

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Contact information

Main Address

516 North Tryon Street, Suite 200, Charlotte, NC 28202

Mailing Address

Phone number

(704) 554-8150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LTAS PART 2A DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	6,977
AUM (Assets Under Management)	$ 1,633,842,616

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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Brandon C. Mcpherson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Charles Mcpherson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINDEN THOMAS ADVISORY SERVICES, LLC

INDEXPERTS, LLC

LINDEN THOMAS ADVISORY SERVICES, LLC

Primary Firm SEC Registration

LINDEN THOMAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

LINDEN THOMAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINDEN THOMAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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