Patrick FordCRD Number: 7089548
Current Firm: Rbc Capital Markets, LLC
Patrick Ford (CRD# 7089548) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Casper, WY and has over 3 years of experience in the finance industry.
Mutual Advisors, LLC
Rbc Capital Markets, LLC
|Rbc Capital Markets, LLC||Casper, WY||May 2020 - Current||2|
|Town Of Bar Nunn||Bar Nunn, WY||Jan 2015 - Current||7|
|Edward Jones||St Louis, MO||Apr 2019 - May 2020||1|
|Greiner Ford Powered By Lithia||Casper, WY||Apr 2018 - Apr 2019||1|
|Lifevantage||Sandy, UT||May 2017 - Jan 2019||1|
|Venture Technologies||Casper, WY||Nov 2003 - Mar 2018||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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