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Brian F. Ferguson

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CRD#: 1133034
BF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Francis Ferguson MR., who also goes by Brian Francis Ferguson, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1987. Brian had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Francis Ferguson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 10, 2020 - November 18, 2020

SPECTRUM CAPITAL PARTNERS LLC

RIA
CRD#: 299738
EVERGREEN, CO
Past

March 28, 2019 - December 31, 2019

SPECTRUM CAPITAL PARTNERS LLC

RIA
CRD#: 299738
EVERGREEN, CO
Past

September 15, 2017 - December 31, 2018

NOVAPOINT CAPITAL LLC

RIA
CRD#: 173663
Evergreen, CO
Past

January 8, 1994 - March 17, 1994

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

December 17, 1991 - May 12, 1992

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

December 17, 1990 - December 17, 1991

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

July 13, 1987 - December 31, 1990

G. R. PHELPS & CO., INC.

BD
CRD#: 173

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
SPECTRUM CAPITAL PARTNERS LLC
SPECTRUM CAPITAL PARTNERS LLC

CRD#: 299738 / SEC#:

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Contact information


Main Address
Evergreen, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPECTRUM CAPITAL PARTNERS LLC

CRD#: 299738

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