Joseph FergusonCRD Number: 5014634
Current Firm: Cambridge Investment Research Advisors, Inc.
Joseph Ferguson (CRD# 5014634) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Albuquerque, NM and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2015 - Current||8|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2015 - Current||8|
|Metropolitan Life Ins Co||Mesa, AZ||May 2006 - Current||17|
|Metlife Securities Inc.||Mesa, AZ||May 2006 - Apr 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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