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Troy Christian Ferguson

Ferguson Financial Planning

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About Troy Christian Ferguson

Troy Christian Ferguson is a financial advisor registered with the state of Texas. Troy is a Certified Financial Planner and has been working in the financial industry since May 2004. Troy is associated with Ferguson Financial Planning, based in DUNCANVILLE, TX. Ferguson Financial Planning provides financial planning and portfolio management services to individuals and corporations. The firm manages approximately $49,976,341 in assets for 283 clients.

Firm Information

Troy Ferguson is currently registered with Ferguson Financial Planning. Ferguson Financial Planning is an investment advisor with 1 investment adviser representative. The firm manages $49,976,341 in regulatory assets under management, with $19,384,585 of that coming from 23 high-net-worth individuals and $30,562,173 from 132 individuals other than high-net-worth. They also manage $29,583 for 1 corporation or other business. Their advisory services include financial planning and portfolio management for individuals. They do not participate in any wrap fee programs.

$49.98M

Assets Under Management

Not reported

Total Clients

1

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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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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Troy Ferguson’s Registration & Firm History

TX

09/08/2015 - Present

Ferguson Financial Planning (DUNCANVILLE TX)

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Licenses & Designations

IA

Issued 05/13/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Christian Ferguson.
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