Bradley Ferguson is a registered investment advisor at Swbc Investment Advisory Services LLC, based in Austin, TX, with 23 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,165 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

900 South Capital of Texas, Ste 155, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Swbc Investment Advisory Services LLC
September 2011 - Present · 14 yrs 7 mos
Previous Registrations
Swbc Investment Company
August 2010 - September 2011 · 1 yr 1 mo
Stancorp Investment Advisers, INC.
January 2007 - August 2010 · 3 yrs 7 mos
Invesmart Advisors INC
August 2002 - January 2007 · 4 yrs 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.