Ron Ferguson steps down as CEO of National Advisors Trust after 4-1/2 years
The executive proved an adept turnaround artist; now the RIA-owned company is left to search for his replacement
Jim
$7.8 billion in assets – I assume that includes assets that they are Sub-Custodian on?
Dina Hampton
Jim,
That’s correct. NAT has about 138 shareholder advisory firms that manage more than $100 billion in total assets, but it provides custody for only $7.8 billion in assets.
Dina
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
National Advisors Trust Company
Trust Company
Top Executive: James A. Combs, Jr.
Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell
FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO