Monte Ferguson is a CFP-designated registered investment advisor, based in Fort Worth, TX, with 30 years of industry experience.
Location
6300 Ridglea Pl Ste 801, Fort Worth, TX, 76116
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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 ActivitiesSells Insurance
Monte is an independent insurance agent for various companies since 2008, dedicating a few hours per week to this. He is also an advisory representative of a RIA and owner of an LLC, spending a few hours per week and minimal time per month, respectively, on those activities. Finally, Monte is an independent executor of a will and estate, which requires minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations53 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.