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Anthony George Ferreira

Worthpointe

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About Anthony George Ferreira

Anthony George Ferreira is a financial advisor registered with Worthpointe, LLC. Anthony is a Certified Financial Planner with over 20 years of experience in the industry and holds the Series 6, Series 63 and Series 65 licenses. Anthony is registered to provide investment advice in California and Texas. Prior to joining Worthpointe, Anthony was registered with QA3 Financial Corp. and First Investors Corporation.

Firm Information

Anthony Ferreira is currently registered with Worthpointe. Worthpointe is an investment advisor with 10 investment advisor representatives and 5 adviser reps for other investment advisers. The firm manages $757,672,737 in regulatory assets under management for 1,367 accounts. Worthpointe provides financial planning, pension consulting, and selection of other advisers. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

$757.67M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser services

Sub-adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees

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Anthony Ferreira’s Registration & Firm History

CA

09/18/2013 - Present

Worthpointe (RAMONA CA)

NE

07/16/2003 - 10/17/2003

QA3 FINANCIAL CORP. (OMAHA NE)

NJ

09/17/2002 - 10/07/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 10/15/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony George Ferreira.
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