William Ferguson, financial advisor Pittsburgh PA
90 score

William Ferguson

CRD Number: 5938151
Current Firm: Lpl Financial LLC

William Ferguson (CRD# 5938151) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Pittsburgh, PA Apr 2014 - Current 2
Henderson Brothers Retirement Plan Services Pittsburgh, PA Mar 2014 - Current 2
Commonwealth Financial Network Waltham, MA Jan 2014 - Mar 2014 < 1
D.b. Root & Company Pittsburgh, PA Aug 2013 - Mar 2014 < 1
Pnc Bank Robinson Township, PA Jun 2013 - Aug 2013 < 1
Pnc Investments LLC Pittsburgh, PA Jun 2013 - Aug 2013 < 1
Axa Advisors, LLC New York, NY Mar 2013 - May 2013 < 1
Bank Of America, N.a Pittsburgh, PA Aug 2012 - Mar 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Pittsburgh, PA Mar 2012 - Mar 2013 1
Cco Investment Services Corp. Pittsburgh, PA Jun 2011 - Mar 2012 < 1
Citizens Bank Pittsburgh, PA Jun 2010 - Mar 2012 1
Northwind Construction Mt. Pleasant, PA Sep 2009 - May 2010 < 1
Ferguson Pub Cuddy, PA Jan 2007 - May 2010 3
Unemployed Pittsburgh, PA Oct 2006 - Jan 2007 < 1
Kapps Lawn Specialists Monroeville, PA Feb 1996 - Oct 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for William E. Ferguson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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