Carole Ford, financial advisor Fresno CA
96 score

Carole Ford

CRD Number: 1284016
Current Firm: Ford Financial Group, Inc.

Carole Ford (CRD# 1284016) is an Investment Advisor Representative working at Ford Financial Group, Inc. in Fresno, CA and has over 33 years of experience in the finance industry. Carole Ford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ford Financial Group, Inc. Fresno, CA Nov 2016 - Current 1
Ford Financial Group, Inc. Fresno, CA Aug 2011 - Current 6
Lpl Financial, LLC Fresno, CA Aug 2002 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Carole R. Ford
Phone Number: 559-449-8690
Firm Website: http://www.fordfg.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    266
    MILLIONS
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $459,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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