Richard Ford (CRD# 5976254) is an Investment Advisor Representative working at Lloyd Park, LLC in Wilmette, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lloyd Park, LLC | Wilmette, IL | Nov 2014 - Current | 9 |
| J.p. Morgan Securities LLC | Winnetka, IL | Sep 2011 - Nov 2014 | 3 |
| Jpmorgan Chase Bank | New York, NY | Sep 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- IL
-
Total Assets Under Management166MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$5,201,208
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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