Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Ferguson is a financial advisor with over a decade of experience in the industry. Keith has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses. Keith is also a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE licenses. Prior to joining Beacon Pointe Advisors, LLC, Keith was a financial advisor at Innovation Partners LLC and Raymond James Financial Services. Keith is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
TX
07/29/2022 - Present
Beacon Pointe Advisors, LLC (DALLAS TX)
NC
01/05/2021 - 10/28/2021
INNOVATION PARTNERS LLC (CHARLOTTE NC)
TX
10/14/2015 - 01/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (WACO TX)
TX
03/23/2012 - 10/19/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WACO TX)
TX
06/23/2010 - 03/23/2012
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 07/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Keith Ferguson is the right advisor for you? Invested Better is here to help.
