Brian
Ford

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4687872
Investment Advisor
in Tempe, AZ

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About this Advisor

Brian Ford is an investment advisor who lives in Tempe, Arizona. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, Ford has 11 years of experience as a financial advisor. Ford has Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Ford is able to work with customers in Arizona. Their career trajectory has included roles at Wells Fargo, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Amerifirst Loans, Grand Canyon University, Quicken Loans, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is based out of Tempe, Arizona, and has 153 additional brick-and-mortar locations throughout the United States. Overall, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets throughout 64,735 accounts and retains more than 1,991 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

222 South Mill Avenue Suite 141
Tempe, AZ 85281

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

AZ Average: $7,464,549,021
Total Number of Employees

1,988

AZ Average: 88
Total Number of Accounts

69,021

AZ Average: 3,892
Average Account Size

$364,861

AZ Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Ford Work History

Brian has 11 years of experience.

2015 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - Present (4 years)

Tiaa

2015 - 2015 (< 1 year)

Fidelity Brokerage Services

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Bank Of America, N.A

2013 - 2015 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)

Tiaa

2011 - 2013 (2 years)

Bank Of America, N.A

2011 - 2013 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2009 (< 1 year)

Wells Fargo

2009 - 2011 (2 years)

Grand Canyon University

2009 - 2009 (< 1 year)

Quicken Loans

2007 - 2008 (1 year)

Amerifirst Loans

Disclosures

Brian Ford has disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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