Everett Ferguson (CRD# 2918548) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 26 years of experience in the finance industry. Everett Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Financial Transparency, LLC | Greensboro, NC | Jul 2018 - Current | 5 |
| Condley Financial Services, Inc. | Abilene, TX | Feb 1998 - Current | 26 |
| Condley And Company,llp | Abilene, TX | Aug 1981 - Current | 42 |
| Cssc Brokerage Services, Inc. | Abilene, TX | Mar 2007 - Jul 2018 | 11 |
| Cssc Insurance Services, Inc. | Troy, MI | Mar 1998 - Jul 2018 | 20 |
| Trustee Empowerment & Protection, Inc. | Abilene, TX | Feb 1998 - Jul 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1997 |
- TX
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Total Assets Under Management295MILLIONS
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Total Number of Accounts508ACCOUNTS
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Average Account Value$581,279
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX
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