Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. (CRD# 109563) is a financial advisory firm headquartered in Carmel, IN. They manage $300,505,318 in 649 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $463,028
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, FL, GA, IN, TX

Financial Advisors at Halter Ferguson Financial Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bradford S. Ferguson
CRD#: 5062898
13080 Grand Blvd., Suite 130, Carmel, IN 46032

Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.

 

Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.

2
Anthony J. Hutton
CRD#: 2693047
13080 Grand Blvd., Suite 130, Carmel, IN 46032

Anthony Hutton (CRD# 2693047) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Carmel, IN and has over 6 years of experience in the finance industry.

3
Tiffany C. White
CRD#: 6435426
13080 Grand Blvd., Suite 130, Carmel, IN 46032

Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.

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