Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Ponca City, OK 74604
Wells Fargo Advisors
Institution
Adam Ferguson is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, Ferguson is a play-by-play announcer for Rogers State University Athletics. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations based on proprietary research and tools, offering clients flexibility in how they implement those recommendations.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Ponca City, OK
1926 Lake Rd, Ste 3
Ponca City OK 74604
Advisors at this office
4
Oklahoma · Texas
13 years of industry experience
Wells Fargo Advisors
2013 - Present • 13 years
Ponca City, OK
Claremore High School
2012 - Present • 14 years
Claremore, OK
KRSC FM
2003 - Present • 23 years
Claremore, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Gerald Corbin is a financial advisor at CCR Investment Advisers, LLC with 31 years of industry experience. He holds a Series 65 designation and has worked in both investment advisory and accounting roles, including positions at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC. Since 1995, he has served as a director of the Stock Exchange Bank in Caldwell, Kansas. CCR Investment Advisers, LLC is a fee-only registered investment adviser that serves individual, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary asset management and financial planning services, utilizing a core-satellite investment approach with global diversification.
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Lisa Reed is a financial advisor at CCR Investment Advisers, LLC with eight years of industry experience. She holds a Series 65 designation and concurrently works as a full-time office manager at Schwabe & Associates CPAs PLLC, an accounting firm in Ponca City, Oklahoma. Reed’s background includes roles at CCR Investment Advisers and two CPA firms, reflecting a career that spans both financial advisory and accounting operations. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers asset management and financial planning services with an emphasis on tax-aware and accounting-oriented client planning.
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.
Series 66
Ponca City, OK
Mercer Global Advisors Inc.
Jason Bivin is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and his own firm, Bivin and Associates, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.
Series 63, Series 66
Ponca City, OK
Mercer Global Advisors Inc.
Julie Brown is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Bivin & Associates, Inc. and SagePoint Financial, Inc. Brown also provides notary public services in her local community. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.
Series 66
Ponca City, OK
Edward Jones
Emily Maddux is a financial advisor at Edward Jones with a Series 66 designation and over nine years of industry experience. Her prior roles include positions in academic affairs as Provost and Senior Vice President, as well as experience at TJ Maxx and Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, supported by a large network of financial advisors and branch offices across the United States.
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