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Bradford Scott Ferguson

Halter Ferguson Financial Inc

Carmel, IN

CRD 5062898

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Employer firm

Halter Ferguson Financial Inc CRD 109563

$705M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Halter Ferguson Financial Inc

13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-26
IN RA APPROVED 2006-03-20
  • TX RA
    APPROVED
    Since 2020-03-26
  • IN RA
    APPROVED
    Since 2006-03-20

Branch Locations

13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halter Ferguson Financil Indianapolis IN 04/2005 Present
  • 04/2005 → Present
    Halter Ferguson Financil
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-18
  • S65 Uniform Investment Adviser Law Examination
    2006-03-18
Designations
  • Chartered Financial Analyst
Other Names
  • Bradford Scott Ferguson

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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