Julie Ford (CRD# 5026077) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Honolulu, HI and has over 18 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schweitzer Consulting | Honolulu, HI | May 2004 - Current | 19 |
| State Of Hawaii, Office Of The Governor | Honolulu, HI | Mar 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- HI
-
Total Assets Under Management740MILLIONS
-
Total Number of Accounts973ACCOUNTS
-
Average Account Value$760,693
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DC, FL, HI, NY, TN, TX, WA
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