Mary FergusonCRD Number: 4463477
Current Firm: Concorde Financial Resources, LLC
Mary Ferguson (CRD# 4463477) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in Wilkesboro, NC and has over 14 years of experience in the finance industry.
Concorde Financial Resources, LLC
Raymond James Financial Services Advisors, Inc.
Executive Financial Resources, Inc.
|Concorde Financial Resources||Wilkesboro, NC||Sep 2001 - Current||15|
|Westminster Financial Securities||Vandalia, OH||Aug 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Jul 2003|
Total Assets Under Management76MILLIONS
Total Number of Accounts240ACCOUNTS
Average Account Value$317,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, NC, SC