Dwight Ferguson
Dwight Ferguson is a registered investment advisor at Osaic Wealth, INC., based in Largo, MD, with 26 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9701 Apollo Dr, Ste 243, Largo, MD, 20774
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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
Dwight is an Investment Advisor Representative with Woodbury Financial Services, dedicating nearly full-time hours to advisory and financial planning services. He also owns Ferguson Financial Group, where he facilitates mortgage lending, provides tax reduction strategies, refers property and casualty business, and develops business exit strategies.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Pruco Securities, LLC.Broker
Jefferson Pilot Securities CORP
Independent Advisers Group CORP
Jefferson Pilot Securities CorporationBroker
PFS Investments INC.Broker
State Registrations12 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.