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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ferguson is a financial advisor who works at Beacon Pointe Advisors, LLC. Donald has been in the financial services industry since 1993 and has experience in various roles including advisor and registered representative. Donald is a licensed Investment Advisor Representative in Maryland. He is also a Registered Representative of the firm. Donald has held previous roles at Triad Advisors LLC, LPL Financial LLC, Royal Alliance Associates, Inc., First Union Brokerage Services, Inc., and Signet Financial Services, Inc.. Donald holds multiple certifications including Series 6, 7, 24, 63, and 65. Donald is also registered in Maryland as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/01/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
MD
11/11/2015 - 01/09/2024
TRIAD ADVISORS LLC (Columbia MD)
MD
01/09/2001 - 11/19/2015
LPL FINANCIAL LLC (COLUMBIA MD)
AZ
09/04/1998 - 01/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NC
12/01/1997 - 12/10/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
08/06/1993 - 12/01/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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