Bradford FergusonCRD Number: 5062898
Current Firm: Halter Ferguson Financial Inc.
Compensation Model: Fee Only
Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.
Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Halter Ferguson Financil||Indianapolis, IN||Apr 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management301MILLIONS
Total Number of Accounts649ACCOUNTS
Average Account Value$463,028
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, TX
Halter Ferguson Financial, Inc. is a registered investment adviser whose principal office is located in Indiana. Halter Ferguson Financial, Inc. is federally registered with the SEC. Halter Ferguson Financial, Inc. only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
All clients are advised that it remains their responsibility to advise Halter Ferguson Financial, Inc management of any changes in their investment objectives and/or financial situation.
This website is a publication of Halter Ferguson Financial, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional adviser should be consulted before any investment decisions are made.
Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
Information on this website is directed toward U.S. residents only.
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