Kevin
Ferguson
Ferguson Shapiro LLC
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About this Advisor
Kevin Ferguson is a certified financial planner based out of Decatur, Georgia who has 5 years of relevant experience. Ferguson is an employee of Ferguson Shapiro LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Purshe Kaplan Sterling Investments and Ferguson Shapiro LLC. Ferguson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Georgia, Louisiana and Texas. Ferguson Shapiro LLC is a firm that has its headquarters in Decatur, GA. It has a total of nine financial advisors. It controls $289 million in assets between its 826 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 826 accounts, 35% are held by high-net-worth individuals who have more than $1 million in investable assets. Ferguson Shapiro LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Ferguson Shapiro LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ferguson Shapiro LLC Brokerage Details
$288,888,340
9
826
$349,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Ferguson Work History
Kevin has been registered as a financial advisor for 5 years.*
Purshe Kaplan Sterling Investments
Ferguson Shapiro LLC
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin 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 Ferguson Shapiro LLC
Decatur, GA
Decatur, GA
Decatur, GA
Decatur, GA
Decatur, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
