Brianna
Ferguson
Cerro Pacific Wealth Advisors, LLC
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About this Advisor
Brianna Ferguson is a financial advisor based in San Luis Obispo, California, working with Cerro Pacific Wealth Advisors, LLC. Brianna has previously held positions at Ameriflex Financial Services, Sagepoint Financial, Wells Fargo Advisors, Commonwealth, Central Coast Wealth Management, and Cerro Pacific Wealth Advisors, LLC. Brianna has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brianna is part of Cerro Pacific Wealth Advisors, LLC, which operates out of San Luis Obispo, California. The firm has 5 employees and manages assets totaling $441.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cerro Pacific Wealth Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cerro Pacific Wealth Advisors, LLC Brokerage Details
$441,389,232
5
806
$547,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brianna Ferguson Work History
Cerro Pacific Wealth Advisors, LLC
Commonwealth
Central Coast Wealth Management
Wells Fargo Advisors
Sagepoint Financial
Ameriflex Financial Services
Disclosures
Please visit the SEC profile of Brianna Ferguson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cerro Pacific Wealth Advisors, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
