Steven FordCRD Number: 4503757
Current Firm: Raymond James Financial Services Advisors, Inc.
Steven Ford (CRD# 4503757) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 14 years of experience in the finance industry. Steven 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.
Cetera Advisor Networks LLC
1st Global Advisors Inc.
Securities America Advisors, Inc.
|Alliance Wealth Partners, LLC||Spartanburg, SC||Sep 2015 - Current||1|
|Raymond James Financial Services||Spartanburg, SC||Mar 2014 - Current||2|
|Southeastern Wealth Consultants, LLC||Spartanburg, SC||Mar 2014 - Current||2|
|Raymond James Financial Services Advisors Inc.||Spartanburg, SC||Mar 2014 - Current||2|
|Ford Holdings, Inc.||Roebuck, SC||Mar 2014 - Current||2|
|Morgan Stanley||Spartanburg, SC||Jun 2009 - Mar 2014||4|
|Morgan Stanley & Company Incorporated||Spartanburg, SC||Nov 2008 - Jun 2009||< 1|
|Merrill Lynch||Spartanburg, SC||Nov 2001 - Nov 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops