Andrew Ferguson (CRD# 4005238) is an Investment Advisor Representative working at Gateway Wealth Management, LLC in Guntersville, AL and has over 24 years of experience in the finance industry. Andrew Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1938689
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6386557
Lpl Financial LLC
CRD# 4666854
Lincoln Financial Securities Corporation
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Management, LLC | Guntersville, AL | Sep 2014 - Current | 9 |
| Gateway Group, LLC | Guntersville, AL | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
- AL
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$458,076
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, TX
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