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Dwight Ferguson, financial advisor Largo MD

Dwight Ferguson

CRD Number: 3158000
Current Firm: Osaic Wealth, Inc.
Compensation Model: Both
Dwight Ferguson (CRD# 3158000) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Largo, MD and has over 16 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Osaic Wealth, Inc. Largo, MD Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Largo, MD Mar 2019 - Current 5
Ferguson Financial Largo, MD Feb 2000 - Current 24
Woodbury Financial Services, Inc. Largo, MD Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN May 2011 - Mar 2019 7
Questar Asset Management Minneapolis, MN May 2011 - Mar 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Dwight L. Ferguson
9701 Apollo Dr, Ste 243, Largo, MD 20774
Phone Number: 800-821-5100 EXT. 5389
Advisor Website: www.dwightferguson.com
Firm Website: https://www.georgebernet.com
Registered State(s):
  • MD
Current Firm Details
Osaic Wealth, Inc.
Firm's CRD Number: 23131
10 Exchange Place, Suite 1410, Jersey City, NJ 07302
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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, MA, 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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Data verified by both the advisor and the public regulatory data.

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