Blake Furgerson, financial advisor Fort Worth TX

Blake Furgerson

CRD Number: 6055795
Current Firm: Stifel, Nicolaus & Company, Incorporated
Compensation Model: Both
Blake Furgerson (CRD# 6055795) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Fort Worth, TX Jan 2019 - Current 5
Bank Of America, N.a. Fort Worth, TX Jun 2018 - Jan 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX Feb 2018 - Jan 2019 < 1
Oppenheimer & Company Inc. Fort Worth, TX Jan 2018 - Feb 2018 < 1
Robert W. Baird Fort Worth, TX Oct 2015 - Dec 2017 2
Unemployed Ft. Worth, TX Jul 2015 - Oct 2015 < 1
Robert W. Baird & Company Incorporated Fort Worth, TX Dec 2012 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Blake C. Furgerson
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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