Mary
Ferguson
Concorde Financial Resources
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About this Advisor
Mary Ferguson is a financial advisor who works in North Wilkesboro, North Carolina with a total of 10 years of relevant experience. Ferguson is on the advisory team at Concorde Financial Resources. Ferguson has gained experience at Concorde Financial Resources and Westminster Financial Securities. Ferguson holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Florida, North Carolina, Pennsylvania, South Carolina and Texas. Concorde Financial Resources is a financial advisory firm operating out of North Wilkesboro, NC. The investment advisory business has just three financial advisors. It manages $174 million in total assets among its 478 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 478 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. Concorde Financial Resources has a few services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial management fee schedules largely are based on the financial services offered. However, fee types charged by Concorde Financial Resources typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Financial Resources Brokerage Details
$173,838,655
3
478
$363,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Mary Ferguson Work History
Mary has been registered as a financial advisor for 10 years.*
Concorde Financial Resources
Westminster Financial Securities
*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 Mary 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 Concorde Financial Resources
North Wilkesboro, NC
North Wilkesboro, NC
North Wilkesboro, NC
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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