Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Ferguson is an investment advisor representative registered with Polaris Financial Planning, LLC. Philip holds a Series 65 license and is registered to conduct business in California, Florida, Illinois, and Texas. Philip is an Investment Advisor Representative of Polaris Financial Planning, LLC since 2000. Philip is also the host of The Phil Ferguson Show which focuses on skepticism, atheism, investment philosophies, economics and politics.
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.
Personalized portfolio management to meet individual financial objectives.
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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FL
01/29/2016 - Present
Polaris Financial Planning, LLC (APOPKA FL)
IA
Issued 07/24/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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