Joseph McRae has been Minority Owner of PSC Financial since April 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm.
PSC Financial LLC is a Bloomington, MN firm with $135M under management, 111 clients and 2 advisers in one office, as of its March 2026 filing.
Joseph McRae’s longest registration is the current one, 12 years at Vantage Point Wealth Management since 2014.
- Vantage Point Wealth ManagementAlso current– present · 12 yearsPlymouth, MN · Adviser representative · Firm CRD 167886
- LPL Financial LLC– · 3 yearsDeephaven, MN · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Joseph McRae is registered as an investment adviser representative in 2 states. The first approvals date from January 2014; the most recent is Texas, in April 2025.
- MinnesotaSince 15 January 2014
- TexasSince 10 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 December 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1990 |
| Series 7 | General Securities Representative Examination | 16 August 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Scott McRae
- CRD
- 2087535
- Firm
- PSC Financial · CRD 172054
- Role
- Minority Owner
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph McRae work?
Joseph McRae has been Minority Owner of PSC Financial LLC since April 2024.
Is Joseph McRae a financial advisor?
Yes. Joseph McRae has a current investment-adviser registration in Minnesota and Texas.
How many years of experience does Joseph McRae have?
Joseph McRae has 36 years in the financial industry, since October 1990, across 2 adviser firms.
What exams has Joseph McRae passed?
Joseph McRae has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in August 1990. FINRA credited Joseph McRae with the SIE, which began in October 2018.
Where was Joseph McRae previously registered as an investment adviser?
Joseph McRae has past investment-adviser registrations through LPL Financial LLC, September 2012 to October 2015, across 2 firms.
Is Joseph McRae registered with FINRA?
Yes. Joseph McRae has a current broker registration, under CRD 2087535.
Source: FINRA BrokerCheck
How can I verify Joseph McRae’s record?
Search CRD 2087535 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph McRae’s full registration record.