Sherida Ferguson
Sherida Ferguson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 42 years of industry experience. Sherida is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
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.
Learn about disclosures →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
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ernst & Young Investment Advisers LLP
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
Edward JonesBroker
Hartford Equity Sales Company INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Network Investment CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Barnett Brokerage Service, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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