Invested Better
Unclaimed

Unclaimed

Unclaimed

Blaine Michael Ferguson

CWA Asset Management Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blaine? Claim Your Profile

About Blaine Michael Ferguson

Blaine Ferguson is a registered investment advisor with CWA Asset Management Group and CW Institutional, LLC. Blaine is active in the industry and has been providing investment advice since 2004. Blaine is licensed in Florida and Nebraska. Blaine is a Series 65 and Series 7 licensed professional. The advisor has experience in the financial planning, investment management, and pension consulting industries. Blaine's firm, CWA Asset Management Group, serves a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Blaine's clients benefit from his expertise in financial planning, investment management, and pension consulting.

Firm Information

Blaine Ferguson is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blaine Ferguson’s Registration & Firm History

FL

10/15/2013 - Present

CWA Asset Management Group (NAPLES FL)

NY

06/17/2004 - 07/20/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Blaine Michael Ferguson is right for you?

Licenses & Designations

IA

Issued 07/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blaine Michael Ferguson.
Not sure if Blaine Michael Ferguson is right for you?