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Adam Ferguson

13 Years of Experience
Ponca City, OK
Broker

Adam Ferguson is a registered investment advisor at Wells Fargo Advisors, based in Ponca City, OK, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1926 Lake Rd, Ste 3, Ponca City, OK, 74604

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam has a 25% ownership in Ferguson Mulligan and Poet LLC since 2012, but dedicates no time to it. He also works as a play-by-play announcer for Rogers State University Athletics, spending a few hours per week on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2013 - Present · 13 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2013 - Present · 13 yrs 3 mos
State Registrations20 states
AKARAZCACOFLIAKSKYLAMAMOMTNCOHOKTXUTVAWA
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.
Adam Ferguson - Financial Advisor | TrueAdvisor