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Bradford Scott Ferguson

HALTER FERGUSON FINANCIAL INC·CARMEL, Indiana
Series 65Clean record20 years registeredHALTER FERGUSON FINANCIAL INC
13080 GRAND BLVD., CARMEL, IN 46032CRD# 5062898Firm CRD# 109563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradford Scott Ferguson · CARMEL, IN
Registration
CRD #5062898 · HALTER FERGUSON FINANCIAL INC · 20 years registered
Brand Profile
Not yet started
01

Career History

Mar 2006present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 20, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HALTER FERGUSON FINANCIAL INC
CRD 109563 · SEC 801-57288
AUM
$378M
Regulatory assets under management
Employees
9
880 client accounts
Services offered by HALTER FERGUSON FINANCIAL INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Bradford Scott Ferguson offer?
Bradford Scott Ferguson specializes in Financial Planning, Investment Management. Contact their office in CARMEL, Indiana for a consultation.
What are Bradford Scott Ferguson's credentials?
Bradford Scott Ferguson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford Scott Ferguson located?
Bradford Scott Ferguson is based in CARMEL, Indiana, working with HALTER FERGUSON FINANCIAL INC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Bradford Scott Ferguson charge for services?
Bradford Scott 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 HALTER FERGUSON FINANCIAL INC?
HALTER FERGUSON FINANCIAL INC has approximately 9 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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