Brianna Ferguson (CRD# 5998189) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Brianna 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# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo, CA | Oct 2020 - Current | 3 |
| Commonwealth | San Luis Obispo, CA | Mar 2016 - Sep 2020 | 4 |
| Central Coast Wealth Management | San Luis Obispo, CA | Mar 2016 - Sep 2020 | 4 |
| Wells Fargo Advisors | Slo, CA | Jul 2014 - Mar 2016 | 1 |
| Sagepoint Financial | Santa Barbara, CA | Jan 2013 - Jul 2014 | 1 |
| Ameriflex Financial Services | Santa Barbara, CA | Nov 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- CA
-
Total Assets Under Management441MILLIONS
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Total Number of Accounts806ACCOUNTS
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Average Account Value$547,629
- A percentage of assets under your management
- Hourly charges
- 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)
CA, IL, LA, NH, OR, TX
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