Scott O. Ferguson

PACIFIC VALUE

Boise, ID 83702

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CRD#: 2029723

Professional summary

Scott Owen Ferguson, who also goes by Scott Ferguson, is a registered financial advisor currently at PACIFIC VALUE, LLC located in Boise, Idaho.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Scott has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott 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) - RIA

Click below to view Scott Owen Ferguson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 25, 2008 - Present

PACIFIC VALUE, LLC

Office #1: 101 South Capitol Blvd. Suite 502, Boise, ID 83702

RIA

CRD#: 147086

Boise, ID

Past

May 21, 2002 - June 30, 2008

D.A. DAVIDSON & CO.

RIA

CRD#: 199

BOISE, ID

Past

August 21, 1998 - June 30, 2008

D.A. DAVIDSON & CO.

CRD#: 199

BOISE, ID

Past

February 14, 1990 - September 1, 1998

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC VALUE, LLC

PACIFIC VALUE | PACIFIC VALUE, LLC

CRD#: 147086 / SEC#: 801-69129

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/25/2008)

IAR

Texas
(6/25/2008)

IAR

Washington
(6/25/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/1990

General Securities Representative Examination

Current Firm

PACIFIC VALUE, LLC

PACIFIC VALUE | PACIFIC VALUE, LLC

CRD#: 147086 / SEC#: 801-69129

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

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Contact information

Main Address

101 South Capitol Blvd. Suite 502, Boise, ID 83702

Mailing Address

Phone number

(208) 331-2315

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC VALUE FORM ADV PART 2A (3/26/2025)

PACIFIC VALUE FORM ADV PART 2A BROCHURE SUPPLEMENT (3/26/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 172,000,000

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.

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Scott O. Ferguson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Owen Ferguson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC VALUE, LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

PIPER SANDLER & CO.

Primary Firm SEC Registration

PACIFIC VALUE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2007

Series 63

Date: 3/3/1990

Series 7

Date: 2/10/1990

Current Firm

PACIFIC VALUE, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC VALUE, LLC

TRUST BUT VERIFY

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