AF
AF

Adam Keith Ferguson

33 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent licensed insurance agent in Florida since 2010, selling life insurance (including variable annuities) and health insurance.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Missionsquare Retirement
May 2022 - February 2025 · 2 yrs 9 mos
Missionsquare Investment ServicesBroker
April 2022 - February 2025 · 2 yrs 10 mos
Missionsquare Retirement
February 2022 - April 2022 · 2 mos
Missionsquare Investment ServicesBroker
February 2022 - April 2022 · 2 mos
Capital Analysts
January 2022 - January 2022 · 0 mos
Lincoln Investment
January 2022 - January 2022 · 0 mos
Lincoln InvestmentBroker
January 2022 - January 2022 · 0 mos
Missionsquare Retirement
October 2002 - January 2022 · 19 yrs 3 mos
Missionsquare Investment ServicesBroker
January 1999 - January 2022 · 23 yrs
Metlife Securities INC.Broker
April 1996 - February 1997 · 10 mos
Public Employees Equities Services CompanyBroker
November 1991 - May 1997 · 5 yrs 6 mos
Pruco Securities CorporationBroker
December 1989 - July 1991 · 1 yr 7 mos
The Prudential Insurance Company of AmericaBroker
December 1989 - July 1991 · 1 yr 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.