Dennis Ferguson (CRD# 4301004) is an Investment Advisor Representative working at Ferguson Financial Advisors in Newton, UT and has over 23 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rae Wealth Management, Llc Doing Business As Ferguson Financial | Newton, UT | Feb 2023 - Current | 1 |
| Ferguson Financial Group LLC | Newton, UT | Jan 2003 - Current | 21 |
| The O.n Equity Sales Company | Cincinnati, OH | Jun 2009 - Feb 2023 | 13 |
| On Investment Management Co | Cincinnati, OH | Jun 2009 - Feb 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- ID
- UT
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$92,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
ID, UT
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