Fergerson Financial LLC

Fergerson Financial LLC (CRD# 139572) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $94,791,022 in 256 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
899 Embarcadero Drive, Suite 2, El Dorado Hills, CA 95762
http://www.linkedin.com [profile of rick fergerson]
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $370,277
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fergerson Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rick Fergerson, financial advisor El Dorado Hills CA
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 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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