Bradley David Ferguson
Investment adviser representative at Swbc Investment Advisory Services LLC
16 yearsExperience
1 stateRegistered in
$0Firm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Swbc Investment Advisory Services LLC.Aug 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Swbc Investment Advisory Services LLC
$0Assets managed
2,111Clients
5Advisers
15 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
- 4251533
- Firm CRD
- 156155