Fergerson Financial LLC

Fergerson Financial LLC (CRD# 139572) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $60,985,818 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fergerson Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Rick S. Fergerson
CRD#: 2693302
899 Embarcadero Drive, Suite 2, El Dorado Hills, CA 95762

Rick Fergerson (CRD# 2693302) is an Investment Advisor Representative working at Fergerson Financial LLC in El Dorado Hills, CA and has over 12 years of experience in the finance industry.

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