Robert
Ford

Commonwealth Financial Network

CRD#4634084
Investment Advisor
in Meridian, MS

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About this Advisor

Robert Ford is an advisor whose office is in Meridian, Mississippi. Currently an investment advisor with Commonwealth Financial Network, Ford has 10 years of work experience as a financial advisor. Ford holds Series 63 and Series 66 licenses, designating them as a securities agent. Ford is registered to operate based out of Mississippi. During their career, the advisor has held roles at Lpl Financial and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Meridian, Mississippi, and has 1,090 locations across the nation. In total, Commonwealth Financial Network oversees $111 billion in assets dispersed across 436,517 accounts and employs more than 3,400 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Commonwealth Financial Network provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2340 N Hills Street Suite E
Meridian, MS 39305

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MS Average: $16,012,751,954
Total Number of Employees

3,400

MS Average: 118
Total Number of Accounts

436,517

MS Average: 4,567
Average Account Size

$255,295

MS Average: $3,506,186

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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

Robert Ford Work History

Robert has 10 years of experience.

2018 - Present (3 years)

Commonwealth Financial Network

2010 - 2018 (8 years)

Lpl Financial

Disclosures

Robert Ford has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Craig Castanos
San Diego, CA
Kris Maleski
Rockville, MD
Richard Lebranti
Burlington, MA
Christin Clohosey
Waltham, MA
David Fedor
West Springfield, MA
Mark Richard
Waltham, MA
Carl Watkins
Sarasota, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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