Carole FordCRD 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.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|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|
Total Assets Under Management266MILLIONS
Total Number of Accounts580ACCOUNTS
Average Account Value$459,143
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, OR, TX, WA
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