Gail FordCRD Number: 3095433
Current Firm: Waddell & Reed
Gail Ford (CRD# 3095433) is an Investment Advisor Representative working at Waddell & Reed in Wernersville, PA and has over 18 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ic Advisory Services, Inc.
|Waddell & Reed, Inc.||Wernersville, PA||Nov 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Myerstown, PA||Nov 2014 - Current||2|
|Gail C Ford Dba H&r Block||Wernersville, PA||Jan 2006 - Current||11|
|Pine Grove Wesleyan Church||Pine Grove, PA||May 1992 - Current||24|
|Hd Vest Insurance Services||Wernersville, PA||Jul 2009 - Nov 2014||5|
|Hd Vest Investment Securities||Wernersville, PA||Jul 2009 - Nov 2014||5|
|H&r Block Financial Advisors Inc/ameriprise||Wernersville, PA||Nov 2001 - Jul 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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