Kevin Michael Ferguson
Investment adviser representative at Ferguson Shapiro LLC
25 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$415.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2018 to now
- Ferguson Shapiro LLCJul 2018 to now
- AXA Advisors, LLCMar 2001 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (CA, GA, LA, TX).
Ferguson Shapiro LLC
$415.2MAssets managed
332Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2658735
- Firm CRD
- 297555