Fordham Financial Services, Inc.

Fordham Financial Services, Inc. (CRD# 125887) is a financial advisory firm headquartered in Lilburn, GA. They manage $8,354,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fordham Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Robert J. Fordham
CRD#: 2987733
3100 Five Forks Trickum Road, Suite 701, Lilburn, GA 30047

Robert Fordham (CRD# 2987733) is an Investment Advisor Representative working at Fordham Financial Services, Inc. in Lilburn, GA and has over 20 years of experience in the finance industry. Robert Fordham 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.

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