Joseph Ford, financial advisor Vestavia Hills AL
93 score

Joseph Ford

CRD Number: 4549963
Current Firm: Sunburst Financial Group, LLC

Joseph Ford (CRD# 4549963) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 15 years of experience in the finance industry.

Similar Advisors
Lauren Pearson, financial advisor Vestavia Hills AL
Lauren S. Pearson
CRD# 5422273
Hightower Advisors, LLC
Score
103
Similar Advisors
Donna Gordon, financial advisor Vestavia Hills AL
Donna H. Gordon
CRD# 1469265
Wesban Financial Consultants, P.c.
Score
101
Similar Advisors
Chase Gore, financial advisor Vestavia Hills AL
Chase H. Gore
CRD# 5556427
Raymond James & Associates, Inc.
Score
101
Company Name Location Dates Years
Sunburst Financial Group, LLC Vestavia Hills, AL Jul 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA May 2008 - Jul 2016 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2008 - Jul 2016 8
American United Life Indianapolis, IN Sep 2006 - May 2008 1
Oneamerica Securities, Inc. Birmingham, AL Sep 2006 - May 2008 1
Retired Birmingham, AL Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Joseph C. Ford
Phone Number: 205-823-4949
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, LA, MS, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.