Patrick Ferguson has been an investment adviser representative at Intentional since March 2022, and is not listed among the firm’s executive officers or direct owners. Patrick Ferguson holds a Bachelor of Science in business administration with a concentration in finance from Shippensburg University.
Intentional, LLC is a Fort Mill, SC firm with $176M under management, 400 clients and 3 advisers across 2 offices, as of its June 2026 filing.
Patrick Ferguson is Manager of Financial Planning Services of PRIME Wealth Management. He started his finance career in mortgage banking in 2007, then moved to financial planning and partnered with Dale Rice in 2008.
Patrick Ferguson’s longest registration was 9 years at Commonwealth Financial Network (2012–2022). Before joining Intentional in 2022, Patrick Ferguson was registered through Commonwealth Financial Network and LPL Financial LLC.
- Commonwealth Financial Network– · 9 yearsMount Airy, MD · Adviser representative · Firm CRD 8032
- LPL Financial LLC– · 3 yearsRockville, MD · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Patrick Ferguson is registered as an investment adviser representative in Maryland, since March 2022.
- MarylandSince 16 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 April 2009 |
| Series 7 | General Securities Representative Examination | 4 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Ryan Ferguson
- CRD
- 5610372
- Firm
- Intentional · CRD 318570
- Office
- New Market, MD
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primewm.com
Where does Patrick Ferguson work?
Patrick Ferguson is an investment adviser representative registered through Intentional, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Ferguson a financial advisor?
Yes. Patrick Ferguson has a current investment-adviser registration in Maryland, through Intentional since March 2022.
How many years of experience does Patrick Ferguson have?
Patrick Ferguson has 17 years in the financial industry, since March 2009, across 3 adviser firms.
What exams has Patrick Ferguson passed?
Patrick Ferguson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2009. FINRA credited Patrick Ferguson with the SIE, which began in October 2018.
Where did Patrick Ferguson work before Intentional?
Before Intentional, Patrick Ferguson was registered through Commonwealth Financial Network, May 2012 to March 2022; LPL Financial LLC, April 2009 to May 2012.
Where is Patrick Ferguson based?
Patrick Ferguson’s registered office is in New Market, MD.
Is Patrick Ferguson registered with FINRA?
No. Patrick Ferguson has no current broker registration.
How can I verify Patrick Ferguson’s record?
Search CRD 5610372 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Ferguson’s full registration record.
