Sherida Ferguson (CRD# 1006922) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 40 years of experience in the finance industry. Sherida Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | St Petersburg, FL | Mar 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | St Petersburg, FL | Mar 2022 - Current | 2 |
| Mindful Money Management | Tampa, FL | Jun 2019 - Current | 4 |
| Raymond James & Associates Inc. | St Petersburg, FL | Dec 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg, FL | Sep 2017 - Dec 2017 | < 1 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Aug 2017 - Dec 2017 | < 1 |
| S.l. Ferguson Wms | Tampa, FL | Nov 2016 - Jul 2017 | < 1 |
| Aon Universe | Orlando, FL | Oct 2016 - Nov 2016 | < 1 |
| Ernst And Young Investment Advisers Llp. | Tampa, FL | Feb 2016 - Sep 2016 | < 1 |
| Fsc Securities Corporation | Tampa, FL | Sep 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- FL
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.