Keith
Ferguson
Beacon Pointe Advisors, LLC
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About this Advisor
Keith Ferguson is a certified financial planner operating out of Dallas, Texas who has 1 year of relevant experience. Ferguson currently works for Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Wells Fargo Advisors Financial Network, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Innovation Partners LLC, Benchmark Private Wealth Management, LLC and Beacon Pointe Advisors, LLC. Ferguson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Beacon Pointe Advisors, LLC is a firm that has its headquarters in Newport Beach, CA. The company has offices in 26 locations and a total of 420 financial advisors. It handles $23 billion in assets under management between its 42,223 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 42,223 customer accounts, 36% belong to high-net-worth clients who have more than $1 million in assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice usually are based on the financial services offered. Fees billed by Beacon Pointe Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Keith Ferguson Work History
Keith has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Innovation Partners LLC
Benchmark Private Wealth Management, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors Financial Network, 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 Keith 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 Beacon Pointe Advisors, LLC
Los Angeles, CA
Newport Beach, CA
Campbell, CA
Draper, UT
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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.
