William Ferguson, financial advisor San Rafael CA
93 score

William Ferguson

CRD Number: 5938151
Current Firm: Global Retirement Partners LLC

William Ferguson (CRD# 5938151) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor San Rafael CA
John T. McNertney
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Similar Advisors
Karl Mills, financial advisor San Rafael CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Rafael CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Mar 2017 - Current 1
Lpl Financial, LLC Pittsburgh, PA Apr 2014 - Current 4
Henderson Brothers Retirement Plan Services Pittsburgh, PA Mar 2014 - Current 4
Commonwealth Financial Network Waltham, MA Jan 2014 - Mar 2014 < 1
D.b. Root & Company Pittsburgh, PA Aug 2013 - Mar 2014 < 1
Pnc Bank Robinson Township, PA Jun 2013 - Aug 2013 < 1
Pnc Investments LLC Pittsburgh, PA Jun 2013 - Aug 2013 < 1
Axa Advisors, LLC New York, NY Mar 2013 - May 2013 < 1
Bank Of America, N.a Pittsburgh, PA Aug 2012 - Mar 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Pittsburgh, PA Mar 2012 - Mar 2013 1
Cco Investment Services Corp. Pittsburgh, PA Jun 2011 - Mar 2012 < 1
Citizens Bank Pittsburgh, PA Jun 2010 - Mar 2012 1
Northwind Construction Mt. Pleasant, PA Sep 2009 - May 2010 < 1
Ferguson Pub Cuddy, PA Jan 2007 - May 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for William E. Ferguson
Phone Number: 415-526-2751
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from William Ferguson and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.