Julie Ford (CRD# 5551913) is an Investment Advisor Representative working at Ford Financial Solutions, LLC in New York, NY and has 1 year of experience in the finance industry. Julie 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ford Financial Solutions, LLC | New York, NY | Mar 2015 - Current | 9 |
| Unemployed | New York, NY | Jul 2012 - Mar 2015 | 2 |
- LA
- NY
- TX
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$180,753
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, NY, TX
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