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 16 years of experience in the finance industry.

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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
  • Total Number of Accounts
  • Average Account Value
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


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

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