Robert Ford, financial advisor Meridian MS

Robert Ford

CRD Number: 4634084
Current Firm: Commonwealth Financial Network

Robert Ford (CRD# 4634084) is an Investment Advisor Representative working at Commonwealth Financial Network in Meridian, MS and has over 20 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2018 - Current 6
Wbr Investment Services, LLC Meridian, MS Feb 2018 - Current 6
Lpl Financial Meridian, MS May 2010 - Feb 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Robert S. Ford
Phone Number: 781-736-0700
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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