Lisa Ford, financial advisor Richardson TX
93 score

Lisa Ford

CRD Number: 5367488
Current Firm: Money Concepts Advisory Service

Lisa Ford (CRD# 5367488) is an Investment Advisor Representative working at Money Concepts Advisory Service in Richardson, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Richardson, TX Jan 2014 - Current 2
Various Insurance Carriers For W&r Insurance Carriers Richardson, TX Jun 2009 - Current 7
Genesis Financial Group Richardson, TX Oct 2006 - Current 10
L. Randle Enterprises, Inc. Richardson, TX Jan 2000 - Current 16
Great Nation Investment Corporation Amarillo, TX Feb 2012 - Dec 2013 1
Waddell & Reed, Inc. Dallas, TX Jun 2009 - Jan 2012 2
Principal Life Insurance Co Addison, TX Nov 2007 - Feb 2009 1
Princor Financial Services Corp Addison, TX Nov 2007 - Feb 2009 1
United Equity Securities, LLC Houston, TX Jun 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Lisa D. Ford
Phone Number: 561-472-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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