Michelle Ford (CRD# 3089876) is an Investment Advisor Representative working at Equity Advisors, LLC in Zepher Cove, NV and has over 25 years of experience in the finance industry. Michelle 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.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Advisors LLC | New Hope, PA | Feb 2024 - Current | < 1 |
| Lifelong Retirement Corp | New Hope, PA | Jan 2011 - Current | 13 |
| Advisory Advocates LLC | New Hope, PA | Feb 2023 - Apr 2023 | < 1 |
| Woodbury Financial Services, Inc. | New Hope, PA | Mar 2019 - Apr 2019 | < 1 |
| Woodbury Financial Services, Inc. | New Hope, PA | Mar 2019 - Apr 2019 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2016 - Mar 2019 | 3 |
| Questar Asset Management | Minneapolis, MN | Feb 2016 - Mar 2019 | 3 |
| Questar Asset Management | Minneapolis, MN | May 2010 - Jan 2015 | 4 |
| Questar Capital | Minneapolis, MN | Apr 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- NJ
- PA
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Total Assets Under Management19MILLIONS
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Total Number of Accounts48ACCOUNTS
-
Average Account Value$390,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, MO, NC, NJ, NV, PA
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