Philip Lee Ferguson
Chief Compliance Officer And Managing MemberPolaris Financial Planning, LLC.CRD 4598368
About Philip Lee Ferguson
Philip Lee Ferguson is listed as Chief Compliance Officer And Managing Member at Polaris Financial Planning, LLC.. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Polaris Financial Planning, LLC.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip Lee Ferguson work?
Philip Lee Ferguson is listed as Chief Compliance Officer And Managing Member at Polaris Financial Planning, LLC. on SEC Form ADV.
How much of Polaris Financial Planning, LLC. does Philip Lee Ferguson own?
Form ADV reports a beneficial ownership band of Over 75%.
Polaris Financial Planning, LLC.
| Title | Chief Compliance Officer And Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2000 |