Marylynn Ford, financial advisor Claremont CA

Marylynn Ford

CRD Number: 6027933
Current Firm: Lifesteps Financial

Marylynn Ford (CRD# 6027933) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lifesteps Financial, Inc. Claremont, CA Jan 2012 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Marylynn M. Ford
Phone Number: 909-267-3770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    315
    MILLIONS
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $442,348
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, TN, TX

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