Martin Ferguson, financial advisor San Antonio TX

Martin Ferguson

CRD Number: 2976854
Current Firm: Kestra Advisory Services, LLC

Martin Ferguson (CRD# 2976854) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. San Antonio, TX Nov 2017 - Current 3
Investment Professional Inc. San Antonio, TX Jul 2012 - Nov 2017 5
Linsco Private Ledger San Antonio, TX Oct 2007 - Jun 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Jun 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Martin L. Ferguson
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    34,791
    MILLIONS
  • Total Number of Accounts
    110,060
    ACCOUNTS
  • Average Account Value
    $316,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, WY

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