Bradley Fergason, financial advisor Uniontown OH

Bradley Fergason

CRD Number: 5575995
Current Firm: Meridian Capital Management Group, Inc.

Bradley Fergason (CRD# 5575995) is an Investment Advisor Representative working at Meridian Capital Management Group, Inc. in Uniontown, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Capital Management Group, Inc. Uniontown, OH Mar 2021 - Current 3
The Huntington Investment Company Hartville, OH Jul 2020 - Mar 2021 < 1
Citizens Securities, Inc. Massillon, OH Feb 2016 - Jul 2020 4
Cco Investment Services Louisville, OH Mar 2014 - Feb 2016 1
Plain Township Rotary Canton, OH Jul 2012 - Jul 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Bradley J. Fergason
Phone Number: 330-899-0135
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    166
    MILLIONS
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $363,925
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

OH, TX

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