William Cullen Ferguson
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Carter Advisory ServicesSep 2022 to Jul 2025
- Carter Financial ManagementSep 2022 to Jul 2025
- Raymond James Financial Service Advisors, IncSep 2022 to Jul 2025
- Raymond James Financial Services, IncSep 2022 to Jul 2025
- Ameriprise Financial Services, LLCJun 2020 to Sep 2022
- Flats On 12May 2019 to Aug 2019
- Texas A&m UAug 2018 to May 2020
- Hungry HowiesJan 2018 to Aug 2018
- Ne Indep School DistrictSep 2016 to May 2017
- Alamo Colleges (san Antonio College, Northeast Lakeview College)Aug 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7262974
- Firm CRD
- 159289