Edward Ferguson
Edward Ferguson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Athens, GA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
394 Milledge Avenue, Suite 106, Athens, GA, 30605
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
October 2008Other Business Activities
Edward is an Emeritus Board Member at UGA Terry College of Business, a Board Member for Goodwill of North Georgia, Campaign Chairman for Ga Beta SAE Fraternity Campaign Committee, Secretary for Dick Ferguson's Clothing Store (owning 33% of the business), and a Board Member at Athens Country Club. These activities require minimal time commitment.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations45 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.