Brian Ferguson
Brian Ferguson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Frederick, MD, with 10 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
321 Ballenger Center Dr., Frederick, MD, 21703
Get directionsHistory
Regulatory History (6)
Judgment / Lien
August 2025Judgment / Lien
February 2025Judgment / Lien
August 2024Judgment / Lien
March 2020Judgment / Lien
February 2019Judgment / Lien
December 2018Other Business ActivitiesSells Insurance
Brian is a unit supervisor and insurance agent with Bankers Life and Casualty since 2009, dedicating full-time hours to this role. He focuses on sales and service of non-variable insurance products and trains other insurance agents.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations5 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.
Exams
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