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Matthew Jerry Ferguson

Integrated Wealth Concepts LLC

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About Matthew Jerry Ferguson

Matthew Ferguson is a financial advisor with over 4 years of experience in the industry. Matthew is currently registered with Integrated Wealth Concepts LLC as an Investment Advisor Representative in Texas and Washington. Prior to joining Integrated Wealth Concepts LLC, Matthew worked as a Registered Representative at Bankers Life Securities, Inc. in Washington. Matthew holds the Series 6, Series 7, Series 63, and Series 65 securities licenses as well as the SIE exam. Matthew provides financial planning and portfolio management for individuals and businesses.

Firm Information

Matthew Ferguson is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

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.

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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Matthew Ferguson’s Registration & Firm History

WA

08/14/2020 - Present

Integrated Wealth Concepts LLC (Gig Harbor WA)

WA

12/08/2016 - 08/25/2020

BANKERS LIFE SECURITIES, INC. (UNIVERSITY PLACE WA)

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Licenses & Designations

BC

Issued 04/19/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/08/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jerry Ferguson.
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