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).
Total Assets Under Management61MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$243,943
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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.