Brian
Ford

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4687872
Investment Advisor
in Phoenix, AZ

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About this Advisor

Brian Ford is an advisor who lives in Phoenix, Arizona. Currently a registered investment advisor at Tiaa-Cref Individual & Institutional Services, LLC, Ford has 10 years of professional experience as a financial advisor. Ford maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Ford can work with clients in Arizona. Over the course of their career, Ford has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Grand Canyon University, Tiaa, Fidelity Brokerage Services and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Phoenix, Arizona, and operates out of 160 offices in the country. In total, Tiaa-Cref Individual & Institutional Services, LLC oversees $25 billion in assets throughout 69,021 accounts and retains more than 1,988 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 61% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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

3131 E Camelback Road Suite 420
Phoenix, AZ 85016

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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 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - Present (5 years)

Tiaa

2015 - 2015 (< 1 year)

Fidelity Brokerage Services

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Tiaa

2013 - 2013 (< 1 year)

Bank Of America, N.A

2013 - 2015 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2013 (2 years)

Bank Of America, N.A

2011 - 2013 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2011 (2 years)

Grand Canyon University

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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