Joseph
Ferguson

Cambridge Investment Research Advisors, Inc

CRD#5014634
Investment Advisor
in Albuquerque, NM

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About this Advisor

Joseph Ferguson is an advisor in Albuquerque, New Mexico. Currently a registered investment advisor with Cambridge Investment Research Advisors, Inc, they have accumulated 14 years of practice in the financial advisory industry. Ferguson holds Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Ferguson can advise customers based out of New Mexico. Over the course of their career, Ferguson has held roles at Metropolitan Life Ins Co, Metlife Securities Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is located in Albuquerque, New Mexico, and has 1,905 locations in the country. Overall, Cambridge Investment Research Advisors, Inc oversees $56 billion in assets throughout 297,440 client accounts and retains more than 2,982 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 268,970 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 years

Services Offered

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

6000 Uptown Blvd Ne, Ste 100
Albuquerque, NM 87110

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NM Average: $9,259,360,772
Total Number of Employees

2,982

NM Average: 166
Total Number of Accounts

297,440

NM Average: 7,189
Average Account Size

$188,808

NM Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

Joseph Ferguson Work History

Joseph has 14 years of experience.

2015 - Present (6 years)

Cambridge Investment Research, Inc

2015 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2006 - Present (15 years)

Metropolitan Life Ins Co

2006 - 2015 (9 years)

Metlife Securities Inc

Disclosures

Joseph Ferguson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Garry Mcclure
Huntsville, AL
Allison Nimeth
Fairfield, IA
Jeffrey Wick
Fairfield, IA
Ronald Gallant
West Hartford, CT
Gary Rogers
Fort Worth, TX
Ashley Worley
Birmingham, IA
Monika Crossley
Metairie, LA
Angela Kuno
Austin, TX

This content was compiled from the SEC and FINRA.

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