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Roberta Bear Ferguson

ABERDEEN WEALTH MANAGEMENT LLC·LAKE BLUFF, Illinois
Clean recordABERDEEN WEALTH MANAGEMENT LLC
515 GLEN, LAKE BLUFF, IL 60044CRD# 4358311Firm CRD# 108525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Bear Ferguson · LAKE BLUFF, IL
Registration
CRD #4358311 · ABERDEEN WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roberta Bear Ferguson is a registered financial advisor based in LAKE BLUFF, Illinois, affiliated with ABERDEEN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ABERDEEN WEALTH MANAGEMENT LLC
ABERDEEN WEALTH MANAGEMENT LLC
AUM
$569M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ABERDEEN WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4358311
Firm CRD# 108525
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberta Bear Ferguson offer?
Roberta Bear Ferguson specializes in Financial Planning, Investment Management. Contact their office in LAKE BLUFF, Illinois for a consultation.
What are Roberta Bear Ferguson's credentials?
Roberta Bear Ferguson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Bear Ferguson located?
Roberta Bear Ferguson is based in LAKE BLUFF, Illinois, working with ABERDEEN WEALTH MANAGEMENT LLC. Their office serves clients in the LAKE BLUFF metropolitan area and surrounding communities.
How does Roberta Bear Ferguson charge for services?
Roberta Bear Ferguson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABERDEEN WEALTH MANAGEMENT LLC?
ABERDEEN WEALTH MANAGEMENT LLC has approximately 4 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ABERDEEN WEALTH MANAGEMENT LLC

Kevin Peter Scullion
LAKE BLUFF, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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