Fordham Financial Services, Inc.
Fordham Financial Services, Inc. (CRD# 125887) is a financial advisory firm headquartered in Lilburn, GA. They manage $7,075,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$88,438
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Fordham (CRD# 2987733) is an Investment Advisor Representative working at Fordham Financial Services, Inc. in Lilburn, GA and has over 19 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.