Elmer
Ferguson
Onedigital Investment Advisors
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About this Advisor
Elmer Ferguson is a financial advisor based in Walnut Creek, California, working with Onedigital Investment Advisors. Elmer has previously held positions at Barney & Barney LLP, Sagepoint Financial, Inc, MMC Securities Corp, Marsh & McLennan Agency, MMA Securities LLC, Onedigital Investment Advisors LLC, and Triad Advisors. Elmer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Elmer is part of Onedigital Investment Advisors, which operates out of Walnut Creek, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Elmer Ferguson Work History
Onedigital Investment Advisors LLC
Triad Advisors
Mma Securities LLC
Mmc Securities Corp
Marsh & Mclennan Agency
Sagepoint Financial, Inc
Barney & Barney Llp
Disclosures
Please visit the SEC profile of Elmer 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 Onedigital Investment Advisors
Overland Park, KS
Walnut Creek, CA
Auburn Hills, MI
Brooklyn, NY
Overland Park, KS
Centennial, CO
Knoxville, TN
Round Rock, TX
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