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George Ferguson

17 Years of Experience
Coconut Creek, FL
BrokerSells Insurance

George Ferguson is a registered investment advisor, based in Coconut Creek, FL, with 17 years of industry experience.

Location

Coconut Creek, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

George sells equity indexed annuities through Avantax Insurance Agency/Services since 2015, dedicating about 10-20% of his time. He also owns Ferguson Tax and Financial Services, spending full-time hours on tax preparation and accounting, but only a few hours per week on tax preparation.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
May 2010 - September 2025 · 15 yrs 4 mos
Avantax Investment Services, INC.Broker
October 2008 - September 2025 · 16 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
George Ferguson - Financial Advisor | TrueAdvisor