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Patrick Ryan Ferguson

Intentional

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About Patrick Ryan Ferguson

Patrick Ryan Ferguson is a financial advisor with over 13 years of experience in the financial services industry. Patrick is currently registered with Intentional, LLC, a firm that specializes in providing financial planning, portfolio management, and other advisory services to individuals and families. Prior to joining Intentional, LLC, Patrick was a financial advisor with Commonwealth Financial Network and LPL Financial. Patrick has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized service.

Firm Information

Patrick Ferguson is currently registered with Intentional. Intentional, based in FORT MILL, SC, is a registered investment advisor with approximately $148 million in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. They also publish periodicals and select other advisors for their clients. The firm serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intentional

850 BEE BALM TRAIL

FORT MILL, SC 29708

$148.21M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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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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percentage of assets

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

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Patrick Ferguson’s Registration & Firm History

MD

03/16/2022 - Present

Intentional (New Market MD)

MD

05/03/2012 - 03/11/2022

COMMONWEALTH FINANCIAL NETWORK (Mount Airy MD)

MD

03/05/2009 - 05/03/2012

LPL FINANCIAL LLC (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 04/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Ryan Ferguson.
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