Rhonda
Ferguson
Financial Concepts
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About this Advisor
Rhonda Ferguson is a certified financial planner working in Columbus, Mississippi. Ferguson is on the advisory team at Financial Concepts. Throughout their career, they have worked at Girard Securities, Inc, Financial Concepts and National Planning Corporation. Ferguson has a Series 63 license, certifying them as a securities representative, and can operate in Mississippi and Texas. Financial Concepts is an advisory company that has its headquarters in Columbus, MS. It handles $647 million in assets under management among its 5,101 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 5,101 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Financial Concepts performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Financial Concepts most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Concepts Brokerage Details
$646,525,461
11
5,101
$126,745
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rhonda Ferguson Work History
Rhonda has been registered as a financial advisor for 0 years.*
Financial Concepts
National Planning Corporation
Girard Securities, Inc
*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 Rhonda 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 Financial Concepts
Columbus, MS
Columbus, MS
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.
