Eric
Simonians

Ford Financial Group

CRD#5088748
Investment Advisor
in Fresno, CA

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About this Advisor

Eric Simonians is a certified financial planner based out of Fresno, California with a total of 3 years of industry experience. Simonians is on the advisory team at Ford Financial Group. During their career, the advisor has held roles at Lpl Financial, LLC and Ford Financial Group, Inc. Simonians has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Ford Financial Group is a financial advisory firm that has its headquarters in Fresno, CA. The firm has offices in four locations and a total of 16 people on staff. It has $537 million in assets among its 2,023 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 2,023 accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Ford Financial Group has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely vary depending on which services are offered. Fees charged by Ford Financial Group most likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5260 N. Palm Avenue Suite 221
Fresno, CA 93704

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Ford Financial Group Brokerage Details

Total Assets Under Management

$537,133,786

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

2,023

CA Average: 3,727
Average Account Size

$265,513

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Simonians Work History

Eric has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ford Financial Group, Inc

2009 - Present (15 years)

Lpl Financial, LLC

2009 - 2020 (11 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Simonians 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 Ford Financial Group

Erin Redmond
Fresno, CA
Eric Simonians
Fresno, CA
Robert Farmer
Fresno, CA
Nikolaus Redmond
Fresno, CA
Steven Jolly
Fresno, CA
Brian Ullmann
Fresno, CA
Mary Collins
Fresno, CA
Carole Ford
Fresno, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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