SF
CFP
SF
CFP

Sherida Ferguson

41 Years of Experience
St. Petersburg, FL
Broker

Sherida Ferguson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sherida is presenting a seminar for the ISCEBS organization, leveraging her CEBS and CFP designations. She dedicates minimal time to this activity and receives compensation in the form of waived conference fees and travel reimbursement.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2017 - January 2018 · 4 mos
Raymond James Financial Services, INC.Broker
August 2017 - January 2018 · 5 mos
Ernst & Young Investment Advisers LLP
April 2016 - September 2016 · 5 mos
Csenge Advisory Group, LLC
November 2013 - June 2016 · 2 yrs 7 mos
Fsc Securities Corporation
September 2013 - May 2016 · 2 yrs 8 mos
Fsc Securities CorporationBroker
September 2013 - May 2016 · 2 yrs 8 mos
Princor Financial Services Corporation
April 2009 - September 2013 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
April 2009 - September 2013 · 4 yrs 5 mos
Ameriprise Financial Services, INC.
February 2009 - February 2009 · 0 mos
Ameriprise Financial Services, INC.Broker
February 2009 - February 2009 · 0 mos
Invest Financial Corporation
August 2008 - November 2008 · 3 mos
Invest Financial CorporationBroker
August 2008 - November 2008 · 3 mos
Citigroup Global Markets INC.
December 2005 - June 2008 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
December 2005 - June 2008 · 2 yrs 6 mos
J. B. Hanauer & CO.
June 2003 - October 2005 · 2 yrs 4 mos
J. B. Hanauer & CO.Broker
May 2003 - October 2005 · 2 yrs 5 mos
Edward JonesBroker
February 2000 - May 2003 · 3 yrs 3 mos
Hartford Equity Sales Company INC.Broker
July 1997 - March 2000 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - June 1997 · 4 yrs 8 mos
Financial Network Investment CorporationBroker
October 1991 - March 1992 · 5 mos
Metlife Securities INC.Broker
April 1991 - November 1991 · 7 mos
Metropolitan Life Insurance CompanyBroker
April 1991 - November 1991 · 7 mos
Barnett Brokerage Service, INC.Broker
October 1990 - January 1991 · 3 mos
Metlife Securities INC.Broker
September 1988 - October 1990 · 2 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
September 1988 - October 1990 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1981 - August 1988 · 7 yrs
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.