Stephanie
Ford
Householder Group Estate & Retirement Specialists
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About this Advisor
Stephanie Ford is a financial advisor based in Tucson, Arizona, working with Householder Group Estate & Retirement Specialists. Stephanie has previously held positions at Cambridge Investment Research, Inc, Lof Lopez & Associates, LLC, Laurence Lof Financial Advisors, LLC, Greenberg Financial Group, Lpl Financial LLC, and Householder Group Estate & Retirement Specialists. Stephanie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, Stephanie is part of Householder Group Estate & Retirement Specialists, which operates out of Tucson, Arizona. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,305,983,348
86
6,706
$194,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephanie Ford Work History
Lpl Financial LLC
Householder Group Estate & Retirement Specialists
Greenberg Financial Group
Laurence Lof Financial Advisors, LLC
Cambridge Investment Research, Inc
Lof Lopez & Associates, LLC
Disclosures
Please visit the SEC profile of Stephanie Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Camarillo, CA
Edmond, OK
Scottsdale, AZ
Surprise, AZ
Scottsdale, AZ
Englewood, CO
Tucson, AZ
Tacoma, WA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
