Advisor at Ferguson Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ferguson Financial Advisors
Location
Newton, UT
Credentials
Series 63, Series 65
Industry experience
25 years
Full financial planning fixed fees ranging from $500 to $3,000
$0 - $1,000,000: 1.75% annually $1,000,001 - $3,000,000: 1.55% annually Over $3,000,000+: Negotiable
$150 per hour for hourly consultation services
Account minimum: Determined by outside money managers; no specific minimum stated
RAE Wealth Management, LLC doing business as Ferguson Financial
2023 - Present (3 years)
On Investment Management CO
2009 - 2023 (14 years)
The O.N. Equity Sales Company
2009 - 2023 (14 years)
Ferguson Financial Group LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Providence, UT
Edward Jones
Series 66
Logan, UT
Fidelity
Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.
Series 63, Series 66
Smithfield, UT
Edward Jones
CFP®, Series 66
Logan, UT
Edward Jones
CFP®, ChFC®, Series 66
Tremonton, UT
Edward Jones
CFP®, Series 66
Logan, UT
Edward Jones
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