Keith Allen Ferguson

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2015 → 01/2021
  Raymond James Financial Services, Inc.
  Waco, TX
• 10/2015 → 01/2021
  Raymond James Financial Services Advisors Inc.
  Waco, TX
• 01/2021 → 06/2022
  Innovation Partners Llc
  Charlotte, NC
• 01/2021 → 06/2022
  Benchmark Private Wealth Management, Llc
  Dallas, TX
• 07/2022 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX

Previous Registrations

• 2021-01-21 → 2022-07-25
  Benchmark Private Wealth Management, Llc
  Dallas, TX
• 2015-10-14 → 2021-01-26
  Raymond James Financial Services Advisors, Inc
  Waco, TX
• 2012-03-23 → 2015-10-19
  Wells Fargo Advisors Financial Network, Llc
  Waco, TX
• 2010-07-05 → 2012-03-23
  Wells Fargo Clearing Services, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-07-02

Designations

• Certified Financial Planner

Other Names

• Keith Allen Ferguson
• Allen Ferguson
• Keith Ferguson
• K Allen Ferguson