Paul Ferry (CRD# 732477) is an Investment Advisor Representative working at Ferry Capital Management LLC in Duck, NC and has over 23 years of experience in the finance industry.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ferry Capital Management, LLC | Duck, NC | May 2020 - Current | 3 |
| Ferry Capital Management, LLC | Minneapolis, MN | Dec 2019 - May 2020 | < 1 |
| Ferry Capital Management, LLC | Duck, NC | Oct 2016 - Dec 2019 | 3 |
| Ferry Capital Management, LLC | Edina, MN | Mar 2016 - Oct 2016 | < 1 |
| Mullins Investment Management, Inc. | Denver, CO | Aug 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- NC
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Total Assets Under Management9MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$594,116
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MN, NC
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