Monte C. Ferguson,  CFP<sup>&reg;</sup> - Financial Advisor

Monte C. Ferguson, CFP®

ChFC®, AIF

President/COO

Pivotal Financial Advisors, LLC

6300 Ridglea Pl, Ste 910-A
Fort Worth, TX 76116
(817) 201-8776

General

Monte Ferguson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pivotal Financial Advisors, LLC in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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