Rick Fergerson, financial advisor El Dorado Hills CA

Rick Fergerson

CRD Number: 2693302
Current Firm: Fergerson Financial LLC

Rick Fergerson (CRD# 2693302) is an Investment Advisor Representative working at Fergerson Financial LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.

Similar Advisors
Jason Bell, financial advisor El Dorado Hills CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor El Dorado Hills CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor El Dorado Hills CA
Brian P. Abad
CRD# 2923073
Captrust
Professional Designations
Company Name Location Dates Years
Fergerson Financial LLC El Dorado Hills, CA Jan 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Rick S. Fergerson
Phone Number: 916-941-1535
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $370,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Rick Fergerson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.