Heather Ferguson
Heather Ferguson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Valdosta, GA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 Wildwood Plantation Drive, Valdosta, GA, 31602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as a financial advisor at Guardian Bank, South Coast Bank, and Waycross Bank and Trust, spending about half her time at Guardian Bank and minimal time at the other two banks. She also works as a financial advisor for WB&T Wealth Partners, dedicating about half her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations9 states
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