Blaine Ferguson (CRD# 4799223) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 17 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gyroscope Capital Management Group, LLC | Naples, FL | Apr 2022 - Current | 2 |
| Cw Institutional, LLC | Naples, FL | Mar 2021 - Current | 3 |
| Capital Wealth Advisors | Naples, FL | Jan 2013 - Current | 11 |
| Cwa Asset Management Group, LLC | Naples, FL | Aug 2011 - Current | 12 |
| Capital Wealth Advisors, Inc. D/b/a Cwa Asset Management Group, | Naples, FL | Dec 2004 - Current | 19 |
| Cwa Naples, LLC | Naples, FL | Jan 2013 - Dec 2022 | 9 |
| Capital Consulting Group, Llc D/b/a Capital Wealth Advisors | Naples, FL | Jun 2007 - Jan 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- FL
- NE
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Total Assets Under Management2,532MILLIONS
-
Total Number of Accounts3,512ACCOUNTS
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Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV
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