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Daniel George McPherson

Investment Adviser Representative at CG ADVISORY SERVICES

Idaho Falls, IDCRD #4964802Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Idaho
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/17/2005
SIE
Securities Industry Essentials Examination
Passed 4/9/2018
Series 7
General Securities Representative Examination
Passed 6/16/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
4/11/2018Idaho Falls, ID
CETERA ADVISORS LLC
2/28/20124/9/2018Idaho Falls, ID
PACIFIC WEST FINANCIAL CONSULTANTS INC
1/31/20112/28/2012Renton, WA
SPC
6/21/20071/28/2011Idaho Falls, ID
SECURITIES AMERICA ADVISORS, INC.
2/28/20066/13/2007Idaho Falls, ID
SECURIAN FINANCIAL SERVICES, INC.
7/5/20052/16/2006Blackfoot, ID

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel George McPherson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel George McPherson - Financial Advisor in Idaho Falls, ID | AdvisorFinder