John Ferguson
John Ferguson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ashburn, VA, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
20130 Lakeview Center Plaza Suite 100, Ashburn, VA, 20147-5905
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Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
John is an independent insurance agent for various insurance companies and treasurer of a private high school, also serving on its scholarship foundation committee. He is also an advisory representative of a registered investment advisor, spending about half his time on this and about a quarter of his time trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Private Wealth Advisers, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations21 states
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.