Shawntay FordCRD Number: 4562744
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shawntay Ford (CRD# 4562744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Camp Hill, PA and has over 10 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Bank Of America,na||Lancaster, PA||Dec 2009 - Current||7|
|Merrill Lynch,pierce Fenner & Smith, Inc.||Lancaster, PA||Nov 2009 - Current||7|
|Wachovia Securities, LLC||Reading, PA||Oct 2006 - Nov 2009||3|
|Wachovia Bank, N.a.||Reading, PA||Feb 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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