Everett
Ferguson
Financial Transparency
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About this Advisor
Everett Ferguson is a certified financial planner operating out of Abilene, Texas with 5 years of industry experience. Ferguson is an employee of Financial Transparency. Throughout their career, they have worked at Trustee Empowerment & Protection, Inc, Condley And Company, Llp, Cssc Brokerage Services, Inc, Condley Financial Services, Inc, Envision Financial Transparency, LLC and Cssc Insurance Services, Inc. Ferguson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Financial Transparency is a financial advisory business with a branch in Abilene, Texas. It has offices in 12 locations and a total of 15 people on staff. It controls $237 million in total assets among its 378 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 378 accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets. Financial Transparency performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the financial services provided. Fee types billed by Financial Transparency may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$237,152,208
15
378
$627,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Everett Ferguson Work History
Everett has been registered as a financial advisor for 5 years.*
Envision Financial Transparency, LLC
Condley Financial Services, Inc
Condley And Company,Llp
Cssc Brokerage Services, Inc
Trustee Empowerment & Protection, Inc
Cssc Insurance Services, 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 Everett Ferguson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
