Lawrence Ford, financial advisor Tampa FL

Lawrence Ford

CRD Number: 1988982
Current Firm: Conscious Capital Wealth Management, LLC

Lawrence Ford (CRD# 1988982) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Conscious Capital Wealth Mgmt. LLC Glastonbury, CT May 2015 - Current 8
Self-employed Insurance Sales Farmington, CT Aug 1989 - Current 34
Purshe Kaplan Sterling Investments, Inc. Albany, NY Apr 2018 - Jun 2023 5
J.w. Cole Financial, Inc. Tampa, FL Mar 2016 - Apr 2018 2
J.w. Cole Advisors, Inc. Tampa, FL Mar 2016 - Mar 2016 < 1
Invest Financial Corporation Glastonbury, CT Aug 2008 - Mar 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Lawrence W. Ford
Phone Number: 475-241-6966
Registered State(s):
  • CA
  • CO
  • CT
  • FL
  • MA
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $168,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, MA, MD, NJ, NY, OH, TX

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