Michelle Ford (CRD# 3089876) is an Investment Advisor Representative working at Equity Advisors, LLC in Zepher Cove, NV and has over 25 years of experience in the finance industry. Michelle Ford 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.
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Advisors LLC | New Hope, PA | Feb 2024 - Current | < 1 |
Lifelong Retirement Corp | New Hope, PA | Jan 2011 - Current | 13 |
Advisory Advocates LLC | New Hope, PA | Feb 2023 - Apr 2023 | < 1 |
Woodbury Financial Services, Inc. | New Hope, PA | Mar 2019 - Apr 2019 | < 1 |
Woodbury Financial Services, Inc. | New Hope, PA | Mar 2019 - Apr 2019 | < 1 |
Questar Asset Management | Minneapolis, MN | Feb 2016 - Mar 2019 | 3 |
Questar Capital Corporation | Minneapolis, MN | Feb 2016 - Mar 2019 | 3 |
Questar Asset Management | Minneapolis, MN | May 2010 - Jan 2015 | 4 |
Questar Capital | Minneapolis, MN | Apr 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S65 | NASAA Investment Advisors Law Examination | May 2000 |
- NJ
- PA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$390,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, MO, NC, NJ, NV, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.