James
Ferguson

American Portfolios Advisors, Inc

CRD#2899931
Investment Advisor
in Holbrook, NY

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About this Advisor

James Ferguson is a financial advisor based in Holbrook, New York, working with American Portfolios Advisors, Inc. James has previously held positions at Self Employed Insurance, J Ferguson Financial, Inc, Notary Public, American Portfolios Financial Services, Lpl Financial, LLC, Flaharty Asset Management, LLC, Flaharty & Associates, LLC, American Portfolios Financial Services, Inc, First Baptist Church Of Mt Dora, and First Baptist Church Of Dade City. James has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, and North Carolina. Currently, James is part of American Portfolios Advisors, Inc, which operates out of Holbrook, New York. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$13,083,636,201

NY Average: $7,464,549,021
Total Number of Employees

700

NY Average: 88
Total Number of Accounts

54,553

NY Average: 3,892
Average Account Size

$239,833

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Ferguson Work History

2018 - Present (7 years)

American Portfolios Financial Services, Inc

2018 - Present (7 years)

First Baptist Church Of Dade City

2009 - Present (16 years)

J Ferguson Financial, Inc

2006 - Present (19 years)

Notary Public

2004 - Present (21 years)

Self Employed Insurance

2016 - 2017 (1 year)

First Baptist Church Of Mt Dora

2015 - 2018 (3 years)

Lpl Financial, LLC

2015 - 2018 (3 years)

Flaharty Asset Management, LLC

2015 - 2018 (3 years)

Flaharty & Associates, LLC

2010 - 2015 (5 years)

American Portfolios Financial Services

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Disclosures

Please visit the SEC profile of James Ferguson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Portfolios Advisors, Inc

Daniel Aspenleiter
Holbrook, NY
Charles Matisi
Holbrook, NY
Ryan Russo
Holbrook, NY
Ray Parnell
Holbrook, NY
James Trimboli
Holbrook, NY
Tasha Gartner
Holbrook, NY
Alan Melanson
Holbrook, NY
Reagan Wright
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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