Carolyn FordCRD Number: 4714438
Current Firm: Lincoln Financial Advisors Corporation
Carolyn Ford (CRD# 4714438) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Centerville, GA and has 1 year of experience in the finance industry.
Patton Albertson Miller Group, LLC
Woodbury Financial Services, Inc.
Cfs Wealth Management
|Lincoln Financial Advisors Corporation||Centerville, GA||Jul 2003 - Current||18|
|Gary Marsh, Clu, Chfc, Cfp||Jacksonville, FL||Jul 2003 - Aug 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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 businesses (other than small businesses) or institutional clients
- 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, MA, 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, VT, WA, WI, WV, WY
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