Alec
Ferguson

Drive Wealth Advisers

CRD#5939859
Investment Advisor
in Lehi, UT

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About this Advisor

Alec Ferguson is a chartered financial analyst who works in Lehi, Utah, with a total of 1 year of relevant experience. Ferguson currently works for Drive Wealth Advisers. During their career, the advisor has held roles at Timpanogos Fitness, J.P. Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Drive Wealth Advisers. Ferguson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Utah. Drive Wealth Advisers is a registered investment business that has its headquarters in Lehi, UT. It has offices in three locations and a total of 14 advisors. It administers $2 billion in assets between its 3,292 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 3,292 client accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the type of financial services. However, fee types billed by Drive Wealth Advisers can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

1 year

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3333 Digital Drive
Lehi, UT 84043

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Drive Wealth Advisers Brokerage Details

Total Assets Under Management

$1,830,137,115

UT Average: $693,624,108
Total Number of Employees

14

UT Average: 12
Total Number of Accounts

3,292

UT Average: 1,115
Average Account Size

$555,935

UT Average: $622,084

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
  • Other

Alec Ferguson Work History

Alec has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Drive Wealth Advisers

2021 - 2022 (1 year)

Morgan Stanley Smith Barney LLC

2016 - 2021 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2021 (5 years)

Bank Of America, N.A

2015 - 2016 (1 year)

J.P. Morgan Securities LLC

2015 - 2016 (1 year)

Jp Morgan Chase Bank, N.A

2010 - 2015 (5 years)

Timpanogos Fitness

*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 Alec 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 Drive Wealth Advisers

Conor Mcduffie
Lehi, UT
Michael Reid
Lehi, UT
Avereigh Clarke
Lehi, UT
Taylor Vowles
Lehi, UT
Alec Ferguson
Lehi, UT
Richard Baird
St. George, UT

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.

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