Todd Charles Ferguson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 12/2016
  Ubs Financial Services Inc
  Grand Blanc, MI
• 12/2016 → 06/2025
  Wells Fargo Advisors Financial Network, Llc
  Davison, MI
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Davison, MI
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Davison, MI

Previous Registrations

• 2017-01-03 → 2025-06-25
  Wells Fargo Advisors Financial Network, Llc
  Davison, MI
• 2010-06-04 → 2016-12-27
  Ubs Financial Services Inc.
  Troy, MI
• 2007-11-02 → 2010-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Blanc, MI
• 2006-02-08 → 2007-11-06
  Chase Investment Services Corp.
  Davison, MI
  Chicago, IL

Other Businesses

(1)Name of Business: Davison Township DDA Address: 1280 N. Irish Rd, Davison, MI, 48423, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on board with 7 other individuals from the community and manage grant requests for beautification projects in our community. (2)Name of Business: Integrity Investment Group, LLC Address: 1016 S State Rd Ste B, Davison, MI, 48423-1904, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA organization for our Independent Advisory practice at Raymond James Financial Services.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-07
• S63 Uniform Securities Agent State Law Examination
  2000-07-12